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 $1.6B AUM 29.08% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Richard W. Paul & Associates's TAP.A Position: Q1 2023 in Review

Richard W. Paul & Associates sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q1 2023, closing a stake of 44 shares — an estimated $8.25K sold.

Richard W. Paul & Associates first reported a position in TAP.A in Q4 2022 and held it in 1 quarter. The position peaked at $8.25K in Q4 2022. 4 funds tracked by Wall St. Rank hold TAP.A as of Q1 2023.

  • Richard W. Paul & Associates reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q1 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 44 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q1 2023, an estimated $8.25K.
  • Richard W. Paul & Associates first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q4 2022 and held it in 1 quarter.
  • Richard W. Paul & Associates's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $8.25K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q1 2023.

Based on Richard W. Paul & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.