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Artemis Wealth Advisors’s Chubb CB Stock Holding History

Artemis Wealth Advisors’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
-40
Closed -$4.64K – 78
2020
Q3 		$4.64K Buy
+40
New +$5.02K ﹤0.01% 74
2020
Q2 		– Sell
-450
Closed -$50.3K – 68
2020
Q1 		$50.3K Hold
450
– – 0.02% 24
2019
Q4 		$70K Buy
+450
New +$68.9K 0.03% 27

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artemis Wealth Advisors's CB Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Chubb (CB) in Q4 2020, closing a stake of 40 shares — an estimated $4.64K sold.

Artemis Wealth Advisors first reported a position in CB in Q4 2019 and held it in 3 quarters. The position peaked at $70K in Q4 2019. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

  • Artemis Wealth Advisors reported no remaining Chubb position as of Q4 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 40 Chubb shares in Q4 2020, an estimated $4.64K.
  • Artemis Wealth Advisors first reported a position in Chubb in Q4 2019 and held it in 3 quarters.
  • Artemis Wealth Advisors's Chubb position peaked at $70K in Q4 2019.
  • 1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.