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ShoreHaven Wealth Partners’s Travelers Companies TRV Stock Holding History

ShoreHaven Wealth Partners’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
-5
Closed -$735 – 298
2020
Q4 		$1K Buy
+5
New +$642 ﹤0.01% 250

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Fidelity Investments
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Geode Capital Management
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Invesco
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ShoreHaven Wealth Partners's TRV Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of Travelers Companies (TRV) in Q1 2021, closing a stake of 5 shares — an estimated $735 sold.

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

  • ShoreHaven Wealth Partners reported no remaining Travelers Companies position as of Q1 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 5 Travelers Companies shares in Q1 2021, an estimated $735.
  • ShoreHaven Wealth Partners first reported a position in Travelers Companies in Q4 2020 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Travelers Companies position peaked at $1K in Q4 2020.
  • 1,165 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.