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	–	285
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 $223M AUM 23.08% 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 $20.6B AUM 34.61% 1-Year Est. Return

IMA Advisory Services's TAP.A Position: Q4 2023 in Review

IMA Advisory Services sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q4 2023, closing a stake of 451 shares — an estimated $73.7K sold.

IMA Advisory Services first reported a position in TAP.A in Q1 2023 and held it in 2 quarters. The position peaked at $77.3K in Q1 2023. 3 funds tracked by Wall St. Rank hold TAP.A as of Q4 2023.

IMA Advisory Services reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 451 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q4 2023, an estimated $73.7K.
IMA Advisory Services first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q1 2023 and held it in 2 quarters.
IMA Advisory Services's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $77.3K in Q1 2023.
3 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.