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Seven Springs Wealth Group’s White Mountains Insurance WTM Stock Holding History

Seven Springs Wealth Group’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
-1
Closed -$1K – 257
2020
Q4 		$1K Buy
+1
New +$941 ﹤0.01% 236

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WCM
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LCOV
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Seven Springs Wealth Group's WTM Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in WTM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

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

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.