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Capital Asset Advisory Services’s Chubb CB Stock Holding History

Capital Asset Advisory Services’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
-445
Closed -$69K – 780
2020
Q4 		$69K Buy
+445
New +$62.4K 0.01% 540

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Capital Asset Advisory Services's CB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Chubb (CB) in Q1 2021, closing a stake of 445 shares — an estimated $69K sold.

Capital Asset Advisory Services first reported a position in CB in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 445 Chubb shares in Q1 2021, an estimated $69K.
  • Capital Asset Advisory Services first reported a position in Chubb in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Chubb position peaked at $69K in Q4 2020.
  • 1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.