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B.O.S.S. Retirement Advisors’s Chubb CB Stock Holding History

B.O.S.S. Retirement 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
2023
Q2 		– Sell
-1,099
Closed -$213K – 243
2023
Q1 		$213K Buy
+1,099
New +$231K 0.05% 218

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CB Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Chubb (CB) in Q2 2023, closing a stake of 1,099 shares — an estimated $213K sold.

B.O.S.S. Retirement Advisors first reported a position in CB in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,099 Chubb shares in Q2 2023, an estimated $213K.
  • B.O.S.S. Retirement Advisors first reported a position in Chubb in Q1 2023 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Chubb position peaked at $213K in Q1 2023.
  • 1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.