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Aurora Private Wealth’s Chubb CB Stock Holding History

Aurora Private Wealth’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
2022
Q4 		– Sell
-1,941
Closed -$353K – 148
2022
Q3 		$353K Buy
+1,941
New +$369K 0.16% 98
2020
Q2 		– Sell
-1,808
Closed -$202K – 182
2020
Q1 		$202K Buy
+1,808
New +$259K 0.07% 210

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aurora Private Wealth's CB Position: Q4 2022 in Review

Aurora Private Wealth sold out of Chubb (CB) in Q4 2022, closing a stake of 1,941 shares — an estimated $353K sold.

Aurora Private Wealth first reported a position in CB in Q1 2020 and held it in 2 quarters. The position peaked at $353K in Q3 2022. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Aurora Private Wealth reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 1,941 Chubb shares in Q4 2022, an estimated $353K.
  • Aurora Private Wealth first reported a position in Chubb in Q1 2020 and held it in 2 quarters.
  • Aurora Private Wealth's Chubb position peaked at $353K in Q3 2022.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.