AllSquare Wealth Management’s Chubb CB Stock Holding History

AllSquare Wealth Management’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
2020 Q4	–	Sell	-109	Closed	-$13K	–	459
2020 Q3	$13K	Hold	109	–	–	0.01%	307
2020 Q2	$14K	Hold	109	–	–	0.01%	291
2020 Q1	$12K	Hold	109	–	–	0.01%	284
2019 Q4	$17K	Hold	109	–	–	0.01%	274
2019 Q3	$18K	Hold	109	–	–	0.01%	262
2019 Q2	$16K	Hold	109	–	–	0.01%	281
2019 Q1	$15K	Hold	109	–	–	0.01%	287
2018 Q4	$14K	Hold	109	–	–	0.01%	273
2018 Q3	$15K	Hold	109	–	–	0.01%	295
2018 Q2	$14K	Sell	109 -89	-45%	-$11.8K	0.01%	303
2018 Q1	$27K	Hold	198	–	–	0.02%	214
2017 Q4	$29K	Sell	198 -9	-4%	-$1.34K	0.02%	200
2017 Q3	$30K	Buy	+207	New	+$30K	0.02%	191
2017 Q2	–	Sell	-195	Closed	-$27K	–	193
2017 Q1	$27K	Buy	+195	New	+$26.2K	0.02%	194

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllSquare Wealth Management's CB Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Chubb (CB) in Q4 2020, closing a stake of 109 shares — an estimated $13K sold.

AllSquare Wealth Management first reported a position in CB in Q1 2017 and held it in 14 quarters. The position peaked at $30K in Q3 2017. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

AllSquare Wealth Management reported no remaining Chubb position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 109 Chubb shares in Q4 2020, an estimated $13K.
AllSquare Wealth Management first reported a position in Chubb in Q1 2017 and held it in 14 quarters.
AllSquare Wealth Management's Chubb position peaked at $30K in Q3 2017.
1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.