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Regent Peak Wealth Advisors’s Travelers Companies TRV Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-213
Closed -$30K – 909
2020
Q4 		$30K Buy
+213
New +$27.4K 0.01% 390

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Regent Peak Wealth Advisors's TRV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Travelers Companies (TRV) in Q1 2021, closing a stake of 213 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in TRV in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 1,165 funds tracked by Wall St. Rank hold TRV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Travelers Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 213 Travelers Companies shares in Q1 2021, an estimated $30K.
  • Regent Peak Wealth Advisors first reported a position in Travelers Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Travelers Companies position peaked at $30K in Q4 2020.
  • 1,165 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.