Advocacy Wealth Management Services’s Chubb CB Stock Holding History

Advocacy Wealth Management 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
2022 Q4	–	Sell	-122	Closed	-$23K	–	51
2022 Q3	$23K	Hold	122	–	–	﹤0.01%	76
2022 Q2	$24K	Sell	122 -18	-13%	-$3.71K	﹤0.01%	74
2022 Q1	$30K	Hold	140	–	–	0.01%	73
2021 Q4	$27K	Hold	140	–	–	﹤0.01%	78
2021 Q3	$24K	Buy	140 +31	+28%	+$5.43K	﹤0.01%	82
2021 Q2	$17K	Sell	109 -31	-22%	-$5.14K	﹤0.01%	112
2021 Q1	$22K	Sell	140 -37	-21%	-$5.96K	﹤0.01%	87
2020 Q4	$27K	Hold	177	–	–	﹤0.01%	75
2020 Q3	$21K	Sell	177 -22	-11%	-$2.76K	﹤0.01%	80
2020 Q2	$25K	Sell	199 -58	-23%	-$6.72K	0.01%	75
2020 Q1	$27K	Buy	257 +65	+34%	+$9.32K	0.01%	55
2019 Q4	$30K	Sell	192 -5	-3%	-$765	0.01%	73
2019 Q3	$32K	Sell	197 -24	-11%	-$3.71K	0.02%	60
2019 Q2	$33K	Hold	221	–	–	0.02%	52
2019 Q1	$31K	Hold	221	–	–	0.03%	49
2018 Q4	$29K	Hold	221	–	–	0.02%	59
2018 Q3	$30K	Hold	221	–	–	0.02%	61
2018 Q2	$28K	Buy	221 +78	+55%	+$10.4K	0.02%	62
2018 Q1	$20K	Buy	143 +34	+31%	+$4.92K	0.01%	86
2017 Q4	$16K	Hold	109	–	–	0.01%	122
2017 Q3	$16K	Hold	109	–	–	0.01%	148
2017 Q2	$16K	Hold	109	–	–	0.01%	154
2017 Q1	$15K	Sell	109 -54	-33%	-$7.26K	0.01%	171
2016 Q4	$22K	Sell	163 -14	-8%	-$1.78K	0.01%	134
2016 Q3	$22K	Hold	177	–	–	0.01%	198
2016 Q2	$23K	Sell	177 -14	-7%	-$1.73K	0.01%	215
2016 Q1	$23K	Buy	191 +91	+91%	+$10.5K	0.02%	272
2015 Q4	$12K	Buy	+100	New	+$11.3K	0.01%	322

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocacy Wealth Management Services's CB Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Chubb (CB) in Q4 2022, closing a stake of 122 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in CB in Q4 2015 and held it in 28 quarters. The position peaked at $33K in Q2 2019. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 122 Chubb shares in Q4 2022, an estimated $23K.
Advocacy Wealth Management Services first reported a position in Chubb in Q4 2015 and held it in 28 quarters.
Advocacy Wealth Management Services's Chubb position peaked at $33K in Q2 2019.
1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.