IAS
TAP.A

IMA Advisory Services’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

IMA Advisory Services’s Portfolio TAP.A Stock Details TAP.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-451
Closed -$73.7K – 287
2023
Q3 		$73.7K Buy
+451
New +$73.7K 0.02% 165
2023
Q2 		– Sell
-451
Closed -$77.3K – 330
2023
Q1 		$77.3K Buy
+451
New +$77.3K 0.02% 161

Other funds holding TAP.A

RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return