Altus Wealth Group’s Chubb CB Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-81	Closed	-$12K	–	264
2020 Q4	$12K	Buy	+81	New	+$11.4K	0.01%	476

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Altus Wealth Group's CB Position: Q1 2021 in Review

Altus Wealth Group sold out of Chubb (CB) in Q1 2021, closing a stake of 81 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in CB in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Altus Wealth Group reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 81 Chubb shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in Chubb in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Chubb position peaked at $12K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.