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CSat Investment Advisory’s White Mountains Insurance WTM Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-5
Closed -$5K – 1176
2020
Q1 		$5K Buy
5
+1
+25% +$1.03K ﹤0.01% 1032
2019
Q4 		$4K Buy
4
+1
+33% +$1.09K ﹤0.01% 1072
2019
Q3 		$3K Hold
3
– – ﹤0.01% 1065
2019
Q2 		$3K Buy
+3
New +$2.89K ﹤0.01% 1076

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CSat Investment Advisory's WTM Position: Q2 2020 in Review

CSat Investment Advisory sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 5 shares — an estimated $5K sold.

CSat Investment Advisory first reported a position in WTM in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2020. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • CSat Investment Advisory reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 5 White Mountains Insurance shares in Q2 2020, an estimated $5K.
  • CSat Investment Advisory first reported a position in White Mountains Insurance in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's White Mountains Insurance position peaked at $5K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.