Atlas Private Wealth Advisors’s Chubb CB Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-44	Closed	-$8K	–	234
2021 Q3	$8K	Hold	44	–	–	﹤0.01%	495
2021 Q2	$7K	Sell	44 -120	-73%	-$19.9K	﹤0.01%	514
2021 Q1	$26K	Buy	164 +120	+273%	+$19.3K	0.01%	323
2020 Q4	$7K	Hold	44	–	–	﹤0.01%	463
2020 Q3	$5K	Hold	44	–	–	﹤0.01%	465
2020 Q2	$6K	Buy	+44	New	+$5.1K	0.01%	474

Other funds holding CB

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Atlas Private Wealth Advisors's CB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Chubb (CB) in Q4 2021, closing a stake of 44 shares — an estimated $8K sold.

Atlas Private Wealth Advisors first reported a position in CB in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q1 2021. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 44 Chubb shares in Q4 2021, an estimated $8K.
Atlas Private Wealth Advisors first reported a position in Chubb in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Chubb position peaked at $26K in Q1 2021.
1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.