Atlas Private Wealth Management’s Chubb CB Stock Holding History

Atlas Private 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
2024 Q1	$1.12M	Buy	4,327 +151	+4%	+$37.1K	0.47%	68
2023 Q4	$944K	Buy	4,176 +93	+2%	+$20.3K	0.44%	70
2023 Q3	$850K	Buy	4,083 +37	+0.9%	+$7.48K	0.46%	70
2023 Q2	$779K	Buy	4,046 +105	+3%	+$20.6K	0.41%	72
2023 Q1	$765K	Buy	3,941 +83	+2%	+$17.4K	0.46%	71
2022 Q4	$851K	Buy	3,858 +248	+7%	+$51.6K	0.39%	62
2022 Q3	$657K	Buy	3,610 +120	+3%	+$22.8K	0.48%	65
2022 Q2	$686K	Sell	3,490 -210	-6%	-$43.3K	0.47%	68
2022 Q1	$791K	Buy	3,700 +774	+26%	+$157K	0.46%	72
2021 Q4	$566K	Buy	2,926 +66	+2%	+$12.4K	0.32%	86
2021 Q3	$496K	Buy	2,860 +160	+6%	+$28K	0.3%	84
2021 Q2	$429K	Buy	2,700 +411	+18%	+$68.1K	0.26%	92
2021 Q1	$362K	Buy	2,289 +439	+24%	+$70.7K	0.23%	94
2020 Q4	$285K	Buy	1,850 +31	+2%	+$4.34K	0.2%	99
2020 Q3	$211K	Buy	1,819 +793	+77%	+$99.6K	0.17%	104
2020 Q2	$130K	Hold	1,026	–	–	0.1%	132
2020 Q1	$115K	Buy	1,026 +1	+0.1%	+$143	0.11%	136
2019 Q4	$160K	Buy	+1,025	New	+$157K	0.12%	138

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's CB Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Chubb (CB) stake by 3.6% in Q1 2024, buying an estimated $37.1K and bringing the position to 4,327 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #68.

Atlas Private Wealth Management first reported a position in CB in Q4 2019 and has held it in 18 quarters since. 1,697 funds tracked by Wall St. Rank hold CB as of Q1 2024.

Atlas Private Wealth Management held 4,327 shares of Chubb worth $1.12M as of Q1 2024.
Atlas Private Wealth Management bought 151 Chubb shares in Q1 2024, an estimated $37.1K.
Chubb made up 0.47% of Atlas Private Wealth Management's portfolio in Q1 2024, its #68 holding.
Atlas Private Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 18 quarters since.
1,697 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.