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CFS Investment Advisory Services’s White Mountains Insurance WTM Stock Holding History

CFS Investment Advisory Services’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,635
Closed – – 540
2022
Q1 		$0 Buy
+13,635
New +$14.3M ﹤0.01% 558

Other funds holding WTM

Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CFS Investment Advisory Services's WTM Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of White Mountains Insurance (WTM) in Q2 2022, closing a stake of 13,635 shares.

CFS Investment Advisory Services first reported a position in WTM in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 259 funds tracked by Wall St. Rank hold WTM as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining White Mountains Insurance position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 13,635 White Mountains Insurance shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in White Mountains Insurance in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's White Mountains Insurance position peaked at $0 in Q1 2022.
  • 259 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.