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

Ridgecrest Wealth 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 Q3	–	Sell	-2,065	Closed	-$359K	–	105
2023 Q2	$359K	Buy	+2,065	New	+$359K	0.24%	66
2022 Q4	–	Sell	-2,065	Closed	-$316K	–	104
2022 Q3	$316K	Sell	2,065 -12	-0.6%	-$1.84K	0.26%	68
2022 Q2	$351K	Buy	+2,077	New	+$351K	0.26%	70

Other funds holding TAP.A

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Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return