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Providence Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Providence Capital 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
2021
Q1 		– Sell
-9
Closed -$9K – 344
2020
Q4 		$9K Buy
+9
New +$8.47K ﹤0.01% 225

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RRAM
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BlackRock
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WCM
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LCOV
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Fuller & Thaler Asset Management
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Providence Capital Advisors's WTM Position: Q1 2021 in Review

Providence Capital Advisors sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 9 shares — an estimated $9K sold.

Providence Capital Advisors first reported a position in WTM in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

  • Providence Capital Advisors reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
  • Providence Capital Advisors sold 9 White Mountains Insurance shares in Q1 2021, an estimated $9K.
  • Providence Capital Advisors first reported a position in White Mountains Insurance in Q4 2020 and held it in 1 quarter.
  • Providence Capital Advisors's White Mountains Insurance position peaked at $9K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Providence Capital Advisors's 13F filing for Q1 2021, filed 13 May 2021.