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1 North Wealth Services’s Chubb CB Stock Holding History

1 North Wealth Services’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Hold
23
– – ﹤0.01% 267
2019
Q3 		$4K Buy
+23
New +$3.56K ﹤0.01% 225
2019
Q1 		$3K Buy
+23
New +$3.06K ﹤0.01% 227

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

1 North Wealth Services's CB Position: Q4 2019 in Review

1 North Wealth Services held its Chubb (CB) position steady in Q4 2019 at 23 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

1 North Wealth Services first reported a position in CB in Q1 2019 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • 1 North Wealth Services held 23 shares of Chubb worth $4K as of Q4 2019.
  • 1 North Wealth Services left its Chubb share count unchanged in Q4 2019.
  • Chubb made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #267 holding.
  • 1 North Wealth Services first reported a position in Chubb in Q1 2019 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.