WealthShield Partners’s White Mountains Insurance WTM Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-28	Closed	-$31K	–	1168
2021 Q1	$31K	Buy	+28	New	+$31.3K	0.01%	568

Other funds holding WTM

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

LCOV

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

WCM

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

WealthShield Partners's WTM Position: Q2 2021 in Review

WealthShield Partners sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 28 shares — an estimated $31K sold.

WealthShield Partners first reported a position in WTM in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

WealthShield Partners reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 28 White Mountains Insurance shares in Q2 2021, an estimated $31K.
WealthShield Partners first reported a position in White Mountains Insurance in Q1 2021 and held it in 1 quarter.
WealthShield Partners's White Mountains Insurance position peaked at $31K in Q1 2021.
233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.