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Ten Capital Wealth Advisors’s Travelers Companies TRV Stock Holding History

Ten Capital Wealth Advisors’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
2022
Q4 		– Sell
-19
Closed -$3K – 661
2022
Q3 		$3K Buy
+19
New +$3.09K ﹤0.01% 472

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ten Capital Wealth Advisors's TRV Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Travelers Companies (TRV) in Q4 2022, closing a stake of 19 shares — an estimated $3K sold.

Ten Capital Wealth Advisors first reported a position in TRV in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,295 funds tracked by Wall St. Rank hold TRV as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Travelers Companies position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 19 Travelers Companies shares in Q4 2022, an estimated $3K.
  • Ten Capital Wealth Advisors first reported a position in Travelers Companies in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Travelers Companies position peaked at $3K in Q3 2022.
  • 1,295 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.