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Vantage Consulting Group’s White Mountains Insurance WTM Stock Holding History

Vantage Consulting 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
-3
Closed -$3K – 1596
2020
Q4 		$3K Buy
+3
New +$2.82K ﹤0.01% 1605

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

Vantage Consulting Group's WTM Position: Q1 2021 in Review

Vantage Consulting Group sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 3 shares — an estimated $3K sold.

Vantage Consulting Group first reported a position in WTM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

  • Vantage Consulting Group reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 3 White Mountains Insurance shares in Q1 2021, an estimated $3K.
  • Vantage Consulting Group first reported a position in White Mountains Insurance in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's White Mountains Insurance position peaked at $3K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.