Acima Private Wealth’s Travelers Companies TRV Stock Holding History

Acima Private Wealth’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-160	Closed	-$19.9K	–	289
2019 Q4	$22K	Hold	160	–	–	0.02%	221
2019 Q3	$23K	Hold	160	–	–	0.02%	213
2019 Q2	$24K	Hold	160	–	–	0.02%	196
2019 Q1	$22K	Buy	+160	New	+$20.5K	0.02%	197

Other funds holding TRV

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Acima Private Wealth's TRV Position: Q1 2020 in Review

Acima Private Wealth sold out of Travelers Companies (TRV) in Q1 2020, closing a stake of 160 shares — an estimated $19.9K sold.

Acima Private Wealth first reported a position in TRV in Q1 2019 and held it in 4 quarters. The position peaked at $24K in Q2 2019. 1,038 funds tracked by Wall St. Rank hold TRV as of Q1 2020.

Acima Private Wealth reported no remaining Travelers Companies position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 160 Travelers Companies shares in Q1 2020, an estimated $19.9K.
Acima Private Wealth first reported a position in Travelers Companies in Q1 2019 and held it in 4 quarters.
Acima Private Wealth's Travelers Companies position peaked at $24K in Q2 2019.
1,038 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.