CDIA
CB

Capital Directions Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Capital Directions Investment 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
2022
Q2 		– Sell
-37
Closed -$8K – 282
2022
Q1 		$8K Buy
+37
New +$8K ﹤0.01% 240
2021
Q4 		– Sell
-227
Closed -$39K – 260
2021
Q3 		$39K Hold
227
– – 0.01% 152
2021
Q2 		$36K Buy
+227
New +$36K 0.01% 137
2021
Q1 		– Sell
-227
Closed -$35K – 381
2020
Q4 		$35K Hold
227
– – 0.01% 127
2020
Q3 		$26K Hold
227
– – 0.01% 141
2020
Q2 		$29K Sell
227
-121
-35% -$15.5K 0.01% 133
2020
Q1 		$39K Hold
348
– – 0.02% 123
2019
Q4 		$54K Hold
348
– – 0.02% 127
2019
Q3 		$56K Buy
+348
New +$56K 0.02% 120

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Capital Directions Investment Advisors's CB Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of CHUBB CORPORATION (CB) in Q2 2022, closing a stake of 37 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in CB in Q3 2019 and held it in 9 quarters. The position peaked at $56K in Q3 2019. 6 funds tracked by Wall St. Rank hold CB as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining CHUBB CORPORATION position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 37 CHUBB CORPORATION shares in Q2 2022, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in CHUBB CORPORATION in Q3 2019 and held it in 9 quarters.
  • Capital Directions Investment Advisors's CHUBB CORPORATION position peaked at $56K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.