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Ahrens Investment Partners’s Chubb CB Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$15.7K Buy
+81
New +$17K 0.01% 520
2022
Q3 		– Sell
-81
Closed -$16K – 272
2022
Q2 		$16K Hold
81
– – 0.01% 541
2022
Q1 		$17K Hold
81
– – 0.01% 609
2021
Q4 		$16K Buy
+81
New +$15.2K 0.01% 621

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's CB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Chubb (CB) in Q1 2023: 81 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CB in Q4 2021 and has held it in 4 quarters since. The position peaked at $17K in Q1 2022. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Ahrens Investment Partners held 81 shares of Chubb worth $15.7K as of Q1 2023.
  • Chubb was a new Ahrens Investment Partners position in Q1 2023.
  • Chubb made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #520 holding.
  • Ahrens Investment Partners first reported a position in Chubb in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Chubb position peaked at $17K in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.