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Amplius Wealth Advisors’s Travelers Companies TRV Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-121
Closed -$18K – 830
2021
Q4 		$18K Buy
+121
New +$18.9K ﹤0.01% 486

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amplius Wealth Advisors's TRV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Travelers Companies (TRV) in Q1 2022, closing a stake of 121 shares — an estimated $18K sold.

Amplius Wealth Advisors first reported a position in TRV in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold TRV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Travelers Companies position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 121 Travelers Companies shares in Q1 2022, an estimated $18K.
  • Amplius Wealth Advisors first reported a position in Travelers Companies in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Travelers Companies position peaked at $18K in Q4 2021.
  • 1,270 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.