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Buck Wealth Strategies’s Chubb CB Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-23
Closed -$4.86K – 107
2023
Q3 		$4.86K Hold
23
– – ﹤0.01% 240
2023
Q2 		$4.48K Hold
23
– – ﹤0.01% 193
2023
Q1 		$4.5K Buy
+23
New +$4.83K ﹤0.01% 136

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buck Wealth Strategies's CB Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Chubb (CB) in Q4 2023, closing a stake of 23 shares — an estimated $4.86K sold.

Buck Wealth Strategies first reported a position in CB in Q1 2023 and held it in 3 quarters. The position peaked at $4.86K in Q3 2023. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 23 Chubb shares in Q4 2023, an estimated $4.86K.
  • Buck Wealth Strategies first reported a position in Chubb in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Chubb position peaked at $4.86K in Q3 2023.
  • 1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.