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Bernardo Wealth Planning’s Chubb CB Stock Holding History

Bernardo Wealth Planning’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
2019
Q4 		– Sell
-1,299
Closed -$209K – 166
2019
Q3 		$209K Buy
+1,299
New +$201K 0.15% 145

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bernardo Wealth Planning's CB Position: Q4 2019 in Review

Bernardo Wealth Planning sold out of Chubb (CB) in Q4 2019, closing a stake of 1,299 shares — an estimated $209K sold.

Bernardo Wealth Planning first reported a position in CB in Q3 2019 and held it in 1 quarter. The position peaked at $209K in Q3 2019. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • Bernardo Wealth Planning reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,299 Chubb shares in Q4 2019, an estimated $209K.
  • Bernardo Wealth Planning first reported a position in Chubb in Q3 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's Chubb position peaked at $209K in Q3 2019.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Bernardo Wealth Planning's 13F filing for Q4 2019, filed 10 Feb 2020.