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Freedman Financial Associates’s Travelers Companies TRV Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-64
Closed -$12K – 382
2022
Q1 		$12K Hold
64
– – 0.01% 347
2021
Q4 		$10K Hold
64
– – 0.01% 340
2021
Q3 		$10K Hold
64
– – 0.01% 349
2021
Q2 		$10K Buy
64
+1
+2% +$155 0.01% 345
2021
Q1 		$9K Hold
63
– – 0.01% 360
2020
Q4 		$9K Buy
+63
New +$8.09K 0.01% 358

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Freedman Financial Associates's TRV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Travelers Companies (TRV) in Q2 2022, closing a stake of 64 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in TRV in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold TRV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Travelers Companies position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 64 Travelers Companies shares in Q2 2022, an estimated $12K.
  • Freedman Financial Associates first reported a position in Travelers Companies in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Travelers Companies position peaked at $12K in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.