TCI Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-3	Closed	-$4.13K	–	2262
2023 Q1	$4.13K	Hold	3	–	–	﹤0.01%	1656
2022 Q4	$4.24K	Sell	3 -1	-25%	-$1.35K	﹤0.01%	1633
2022 Q3	$5K	Buy	4 +1	+33%	+$1.29K	﹤0.01%	1533
2022 Q2	$4K	Buy	+3	New	+$3.48K	﹤0.01%	1716
2020 Q1	–	Sell	-30	Closed	-$33K	–	1791
2019 Q4	$33K	Buy	30 +13	+76%	+$14.2K	0.01%	460
2019 Q3	$18K	Hold	17	–	–	0.01%	520
2019 Q2	$17K	Hold	17	–	–	0.01%	509
2019 Q1	$16K	Buy	17 +4	+31%	+$3.62K	0.01%	540
2018 Q4	$11K	Sell	13 -4	-24%	-$3.56K	0.01%	610
2018 Q3	$16K	Hold	17	–	–	0.01%	555
2018 Q2	$15K	Buy	17 +4	+31%	+$3.52K	0.01%	560
2018 Q1	$11K	Sell	13 -6	-32%	-$4.95K	0.01%	610
2017 Q4	$16K	Hold	19	–	–	0.01%	538
2017 Q3	$16K	Hold	19	–	–	0.01%	506
2017 Q2	$17K	Hold	19	–	–	0.01%	491
2017 Q1	$17K	Buy	19 +1	+6%	+$896	0.01%	475
2016 Q4	$15K	Buy	18 +6	+50%	+$5.03K	0.01%	548
2016 Q3	$10K	Hold	12	–	–	0.01%	587
2016 Q2	$10K	Hold	12	–	–	0.01%	582
2016 Q1	$10K	Hold	12	–	–	0.01%	588
2015 Q4	$9K	Hold	12	–	–	0.01%	619
2015 Q3	$9K	Buy	12 +2	+20%	+$1.44K	0.01%	543
2015 Q2	$7K	Hold	10	–	–	﹤0.01%	593
2015 Q1	$7K	Sell	10 -1	-9%	-$660	﹤0.01%	522
2014 Q4	$7K	Hold	11	–	–	﹤0.01%	512
2014 Q3	$7K	Hold	11	–	–	﹤0.01%	513
2014 Q2	$7K	Hold	11	–	–	﹤0.01%	536
2014 Q1	$7K	Hold	11	–	–	﹤0.01%	499
2013 Q4	$7K	Hold	11	–	–	﹤0.01%	499
2013 Q3	$0	Buy	+11	New	+$6.39K	﹤0.01%	840

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

TCI Wealth Advisors's WTM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 3 shares — an estimated $4.13K sold.

TCI Wealth Advisors first reported a position in WTM in Q3 2013 and held it in 30 quarters. The position peaked at $33K in Q4 2019. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

TCI Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 White Mountains Insurance shares in Q2 2023, an estimated $4.13K.
TCI Wealth Advisors first reported a position in White Mountains Insurance in Q3 2013 and held it in 30 quarters.
TCI Wealth Advisors's White Mountains Insurance position peaked at $33K in Q4 2019.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.