BDO Wealth Advisors’s Chubb CB Stock Holding History

BDO 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
2023 Q2	$94.2K	Buy	489 +125	+34%	+$24.5K	0.01%	351
2023 Q1	$70.7K	Sell	364 -87	-19%	-$18.3K	0.01%	363
2022 Q4	$99.5K	Buy	451 +234	+108%	+$48.7K	0.01%	332
2022 Q3	$39K	Hold	217	–	–	0.01%	446
2022 Q2	$43K	Hold	217	–	–	0.01%	427
2022 Q1	$46K	Hold	217	–	–	﹤0.01%	443
2021 Q4	$42K	Buy	217 +197	+985%	+$37K	﹤0.01%	471
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	900
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	931
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	918
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	697
2020 Q3	$2K	Sell	20 -182	-90%	-$22.9K	﹤0.01%	671
2020 Q2	$26K	Sell	202 -22	-10%	-$2.55K	﹤0.01%	391
2020 Q1	$25K	Buy	224 +206	+1,144%	+$29.5K	0.01%	419
2019 Q4	$3K	Sell	18 -70	-80%	-$10.7K	﹤0.01%	540
2019 Q3	$14K	Hold	88	–	–	﹤0.01%	431
2019 Q2	$13K	Sell	88 -85	-49%	-$12.3K	﹤0.01%	423
2019 Q1	$24K	Hold	173	–	–	0.01%	352
2018 Q4	$22K	Buy	173 +85	+97%	+$11K	0.01%	336
2018 Q3	$12K	Hold	88	–	–	﹤0.01%	439
2018 Q2	$11K	Buy	88 +70	+389%	+$9.3K	﹤0.01%	446
2018 Q1	$2K	Sell	18 -5	-22%	-$724	﹤0.01%	506
2017 Q4	$3K	Buy	23 +5	+28%	+$747	﹤0.01%	401
2017 Q3	$3K	Hold	18	–	–	﹤0.01%	369
2017 Q2	$3K	Buy	+18	New	+$2.53K	﹤0.01%	463

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

BDO Wealth Advisors's CB Position: Q2 2023 in Review

BDO Wealth Advisors increased its Chubb (CB) stake by 34% in Q2 2023, buying an estimated $24.5K and bringing the position to 489 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #351.

BDO Wealth Advisors first reported a position in CB in Q2 2017 and has held it in 25 quarters since. The position peaked at $99.5K in Q4 2022. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

BDO Wealth Advisors held 489 shares of Chubb worth $94.2K as of Q2 2023.
BDO Wealth Advisors bought 125 Chubb shares in Q2 2023, an estimated $24.5K.
Chubb made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #351 holding.
BDO Wealth Advisors first reported a position in Chubb in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Chubb position peaked at $99.5K in Q4 2022.
1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.