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Meridian Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-2
Closed -$2K – 1285
2021
Q1 		$2K Buy
+2
New +$2.24K ﹤0.01% 1063

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ACM
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Meridian Wealth Partners's WTM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 2 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in WTM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 2 White Mountains Insurance shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in White Mountains Insurance in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's White Mountains Insurance position peaked at $2K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.