Cypress Point Wealth Management’s White Mountains Insurance WTM Stock Holding History

Cypress Point Wealth Management’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
2021 Q1	–	Sell	-95	Closed	-$95K	–	196
2020 Q4	$95K	Buy	+95	New	+$89.4K	0.14%	96

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cypress Point Wealth Management's WTM Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 95 shares — an estimated $95K sold.

Cypress Point Wealth Management first reported a position in WTM in Q4 2020 and held it in 1 quarter. The position peaked at $95K in Q4 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

Cypress Point Wealth Management reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 95 White Mountains Insurance shares in Q1 2021, an estimated $95K.
Cypress Point Wealth Management first reported a position in White Mountains Insurance in Q4 2020 and held it in 1 quarter.
Cypress Point Wealth Management's White Mountains Insurance position peaked at $95K in Q4 2020.
245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.