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Heritage Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Heritage 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
2020
Q1 		– Sell
-5
Closed -$5.58K – 590
2019
Q4 		$5.58K Buy
+5
New +$5.45K ﹤0.01% 438

Other funds holding WTM

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Wellington Management Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Heritage Wealth Advisors's WTM Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 5 shares — an estimated $5.58K sold.

Heritage Wealth Advisors first reported a position in WTM in Q4 2019 and held it in 1 quarter. The position peaked at $5.58K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5 White Mountains Insurance shares in Q1 2020, an estimated $5.58K.
  • Heritage Wealth Advisors first reported a position in White Mountains Insurance in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's White Mountains Insurance position peaked at $5.58K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.