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Wealthstar Advisors’s White Mountains Insurance WTM Stock Holding History

Wealthstar 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
Q4 		– Sell
-192
Closed -$287K – 139
2023
Q3 		$287K Buy
+192
New +$295K 0.11% 80

Other funds holding WTM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
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

Wealthstar Advisors's WTM Position: Q4 2023 in Review

Wealthstar Advisors sold out of White Mountains Insurance (WTM) in Q4 2023, closing a stake of 192 shares — an estimated $287K sold.

Wealthstar Advisors first reported a position in WTM in Q3 2023 and held it in 1 quarter. The position peaked at $287K in Q3 2023. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

  • Wealthstar Advisors reported no remaining White Mountains Insurance position as of Q4 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 192 White Mountains Insurance shares in Q4 2023, an estimated $287K.
  • Wealthstar Advisors first reported a position in White Mountains Insurance in Q3 2023 and held it in 1 quarter.
  • Wealthstar Advisors's White Mountains Insurance position peaked at $287K in Q3 2023.
  • 295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.