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Provident Wealth Management’s White Mountains Insurance WTM Stock Holding History

Provident 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
Q4 		– Sell
-7
Closed -$5K – 271
2020
Q3 		$5K Buy
+7
New +$6.05K 0.01% 196

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RRAM
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BlackRock
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Dimensional Fund Advisors
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Boston Partners
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Provident Wealth Management's WTM Position: Q4 2020 in Review

Provident Wealth Management sold out of White Mountains Insurance (WTM) in Q4 2020, closing a stake of 7 shares — an estimated $5K sold.

Provident Wealth Management first reported a position in WTM in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

  • Provident Wealth Management reported no remaining White Mountains Insurance position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 7 White Mountains Insurance shares in Q4 2020, an estimated $5K.
  • Provident Wealth Management first reported a position in White Mountains Insurance in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's White Mountains Insurance position peaked at $5K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.