RWP
TAP.A

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

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
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 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

Ridgecrest Wealth Partners's TAP.A Position: Q3 2023 in Review

Ridgecrest Wealth Partners sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q3 2023, closing a stake of 2,065 shares — an estimated $359K sold.

Ridgecrest Wealth Partners first reported a position in TAP.A in Q2 2022 and held it in 3 quarters. The position peaked at $359K in Q2 2023. 6 funds tracked by Wall St. Rank hold TAP.A as of Q3 2023.

  • Ridgecrest Wealth Partners reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q3 2023 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 2,065 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q3 2023, an estimated $359K.
  • Ridgecrest Wealth Partners first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q2 2022 and held it in 3 quarters.
  • Ridgecrest Wealth Partners's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $359K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q3 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.