TI
TAP.A

tru Independence’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

tru Independence’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
-32,991
Closed -$5.73M – 124
2023
Q2 		$5.73M Buy
+32,991
New +$5.73M 1.89% 13
2022
Q4 		– Sell
-33,528
Closed -$5.14M – 122
2022
Q3 		$5.14M Buy
+33,528
New +$5.14M 1.82% 14

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

tru Independence's TAP.A Position: Q3 2023 in Review

tru Independence sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q3 2023, closing a stake of 32,991 shares — an estimated $5.73M sold.

tru Independence first reported a position in TAP.A in Q3 2022 and held it in 2 quarters. The position peaked at $5.73M in Q2 2023. 6 funds tracked by Wall St. Rank hold TAP.A as of Q3 2023.

  • tru Independence reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q3 2023 after selling out during the quarter.
  • tru Independence sold 32,991 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q3 2023, an estimated $5.73M.
  • tru Independence first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q3 2022 and held it in 2 quarters.
  • tru Independence's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $5.73M in Q2 2023.
  • 6 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q3 2023.

Based on tru Independence's 13F filing for Q3 2023, filed 8 Nov 2023.