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Clarus Wealth Advisors’s Travelers Companies TRV Stock Holding History

Clarus 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
2019
Q3 		– Sell
-34
Closed -$5K – 507
2019
Q2 		$5K Sell
34
-60
-64% -$8.65K ﹤0.01% 495
2019
Q1 		$13K Hold
94
– – 0.01% 492
2018
Q4 		$11K Hold
94
– – 0.02% 504
2018
Q3 		$12K Hold
94
– – 0.01% 519
2018
Q2 		$13K Buy
+94
New +$12.3K 0.01% 492

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clarus Wealth Advisors's TRV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Travelers Companies (TRV) in Q3 2019, closing a stake of 34 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in TRV in Q2 2018 and held it in 5 quarters. The position peaked at $13K in Q1 2019. 1,143 funds tracked by Wall St. Rank hold TRV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Travelers Companies position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 34 Travelers Companies shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Travelers Companies in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Travelers Companies position peaked at $13K in Q1 2019.
  • 1,143 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.