PP
TAP.A

PrairieView Partners’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

PrairieView Partners’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
Q2 		– Sell
-1,550
Closed -$265K – 491
2023
Q1 		$265K Hold
1,550
– – 0.04% 97
2022
Q4 		$290K Buy
1,550
+200
+15% +$37.4K 0.04% 90
2022
Q3 		$207K Buy
+1,350
New +$207K 0.03% 99

Other funds holding TAP.A

TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
JWM
Jeppson Wealth Management Manhattan Beach, California $339M AUM 32.85% 1-Year Est. Return
RWP
Ridgecrest Wealth Partners Mill Valley, California $207M AUM 35.27% 1-Year Est. Return
DWM
Defined Wealth Management Beaverton, Oregon $194M AUM 25.95% 1-Year Est. Return
DWM
Dechtman Wealth Management Centennial, Colorado $517M AUM 21.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PrairieView Partners's TAP.A Position: Q2 2023 in Review

PrairieView Partners sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q2 2023, closing a stake of 1,550 shares — an estimated $265K sold.

PrairieView Partners first reported a position in TAP.A in Q3 2022 and held it in 3 quarters. The position peaked at $290K in Q4 2022. 6 funds tracked by Wall St. Rank hold TAP.A as of Q2 2023.

  • PrairieView Partners reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q2 2023 after selling out during the quarter.
  • PrairieView Partners sold 1,550 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q2 2023, an estimated $265K.
  • PrairieView Partners first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q3 2022 and held it in 3 quarters.
  • PrairieView Partners's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $290K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q2 2023.

Based on PrairieView Partners's 13F filing for Q2 2023, filed 4 Aug 2023.