WIA
TRV icon

Wealthstreet Investment Advisors’s Travelers Companies TRV Stock Holding History

Wealthstreet Investment 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
2020
Q1 		– Sell
-2,106
Closed -$289K – 341
2019
Q4 		$289K Hold
2,106
– – 0.03% 296
2019
Q3 		$272K Buy
2,106
+90
+4% +$13.4K 0.03% 293
2019
Q2 		$301K Buy
2,016
+140
+7% +$20.2K 0.04% 280
2019
Q1 		$257K Hold
1,876
– – 0.03% 298
2018
Q4 		$235K Sell
1,876
-350
-16% -$43.8K 0.03% 297
2018
Q3 		$289K Hold
2,226
– – 0.04% 295
2018
Q2 		$272K Hold
2,226
– – 0.04% 297
2018
Q1 		$309K Buy
2,226
+50
+2% +$6.98K 0.04% 281
2017
Q4 		$295K Buy
+2,176
New +$287K 0.04% 283

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return