RWPA
TAP.A

Richard W. Paul & Associates’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-44
Closed -$8.25K – 572
2022
Q4 		$8.25K Buy
+44
New +$8.25K ﹤0.01% 334

Other funds holding TAP.A

PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 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