JWM
TAP.A

Jeppson Wealth Management’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Jeppson Wealth Management’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
Q3 		– Sell
-2,490
Closed -$432K – 202
2023
Q2 		$432K Buy
+2,490
New +$432K 0.19% 118
2022
Q4 		– Sell
-2,495
Closed -$382K – 215
2022
Q3 		$382K Buy
+2,495
New +$382K 0.17% 120

Other funds holding TAP.A

DWM
Defined Wealth Management Beaverton, Oregon $171M AUM 19.19% 1-Year Est. Return
DWM
Dechtman Wealth Management Centennial, Colorado $517M AUM 21.63% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jeppson Wealth Management's TAP.A Position: Q3 2023 in Review

Jeppson Wealth Management sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q3 2023, closing a stake of 2,490 shares — an estimated $432K sold.

Jeppson Wealth Management first reported a position in TAP.A in Q3 2022 and held it in 2 quarters. The position peaked at $432K in Q2 2023. 6 funds tracked by Wall St. Rank hold TAP.A as of Q3 2023.

  • Jeppson Wealth Management reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q3 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,490 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q3 2023, an estimated $432K.
  • Jeppson Wealth Management first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q3 2022 and held it in 2 quarters.
  • Jeppson Wealth Management's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $432K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q3 2023.

Based on Jeppson Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.