TCWM
TRV icon

Total Clarity Wealth Management’s Travelers Companies TRV Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-24
Closed -$4K – 918
2022
Q2 		$4K Buy
+24
New +$4.17K ﹤0.01% 861
2021
Q2 		– Sell
-62
Closed -$9K – 697
2021
Q1 		$9K Buy
+62
New +$9.11K 0.01% 583
2020
Q1 		– Sell
-581
Closed -$80K – 572
2019
Q4 		$80K Buy
+581
New +$79.1K 0.06% 209

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Total Clarity Wealth Management's TRV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Travelers Companies (TRV) in Q3 2022, closing a stake of 24 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in TRV in Q4 2019 and held it in 3 quarters. The position peaked at $80K in Q4 2019. 1,197 funds tracked by Wall St. Rank hold TRV as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Travelers Companies position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 24 Travelers Companies shares in Q3 2022, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in Travelers Companies in Q4 2019 and held it in 3 quarters.
  • Total Clarity Wealth Management's Travelers Companies position peaked at $80K in Q4 2019.
  • 1,197 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.