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Grey Fox Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-5
Closed -$6.89K – 524
2023
Q1 		$6.89K Buy
+5
New +$7.17K ﹤0.01% 332

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Grey Fox Wealth Advisors's WTM Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 5 shares — an estimated $6.89K sold.

Grey Fox Wealth Advisors first reported a position in WTM in Q1 2023 and held it in 1 quarter. The position peaked at $6.89K in Q1 2023. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 5 White Mountains Insurance shares in Q2 2023, an estimated $6.89K.
  • Grey Fox Wealth Advisors first reported a position in White Mountains Insurance in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's White Mountains Insurance position peaked at $6.89K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.