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

Lake 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
2020
Q1 		– Sell
-100
Closed -$112K – 478
2019
Q4 		$112K Buy
+100
New +$109K 0.04% 71
2019
Q2 		$102K Hold
100
– – 0.04% 78
2019
Q1 		$102K Hold
100
– – 0.04% 78
2018
Q4 		$86K Buy
+100
New +$89.1K 0.03% 219

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
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

Lake Point Wealth Management's WTM Position: Q1 2020 in Review

Lake Point Wealth Management sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 100 shares — an estimated $112K sold.

Lake Point Wealth Management first reported a position in WTM in Q4 2018 and held it in 4 quarters. The position peaked at $112K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • Lake Point Wealth Management reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 White Mountains Insurance shares in Q1 2020, an estimated $112K.
  • Lake Point Wealth Management first reported a position in White Mountains Insurance in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's White Mountains Insurance position peaked at $112K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.