Burt Wealth Advisors’s Chubb CB Stock Holding History

Burt 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
2021 Q1	–	Sell	-126	Closed	-$19K	–	133
2020 Q4	$19K	Sell	126 -70	-36%	-$9.81K	0.01%	242
2020 Q3	$23K	Hold	196	–	–	0.01%	229
2020 Q2	$25K	Hold	196	–	–	0.01%	215
2020 Q1	$22K	Buy	196 +76	+63%	+$10.9K	0.01%	218
2019 Q4	$19K	Hold	120	–	–	0.01%	246
2019 Q3	$19K	Hold	120	–	–	0.01%	245
2019 Q2	$18K	Sell	120 -10	-8%	-$1.44K	0.01%	246
2019 Q1	$18K	Buy	130 +10	+8%	+$1.33K	0.01%	248
2018 Q4	$16K	Hold	120	–	–	0.01%	252
2018 Q3	$16K	Hold	120	–	–	0.01%	270
2018 Q2	$15K	Hold	120	–	–	0.01%	265
2018 Q1	$16K	Hold	120	–	–	0.01%	266
2017 Q4	$18K	Hold	120	–	–	0.01%	247
2017 Q3	$17K	Hold	120	–	–	0.01%	242
2017 Q2	$17K	Hold	120	–	–	0.01%	258
2017 Q1	$16K	Hold	120	–	–	0.01%	234
2016 Q4	$16K	Hold	120	–	–	0.01%	249
2016 Q3	$15K	Hold	120	–	–	0.02%	238
2016 Q2	$15K	Sell	120 -17	-12%	-$2.1K	0.02%	237
2016 Q1	$3K	Buy	+137	New	+$15.7K	﹤0.01%	421

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's CB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Chubb (CB) in Q1 2021, closing a stake of 126 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in CB in Q1 2016 and held it in 20 quarters. The position peaked at $25K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Burt Wealth Advisors reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 126 Chubb shares in Q1 2021, an estimated $19K.
Burt Wealth Advisors first reported a position in Chubb in Q1 2016 and held it in 20 quarters.
Burt Wealth Advisors's Chubb position peaked at $25K in Q2 2020.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.