Catalyst Private Wealth’s Chubb CB Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-121	Closed	-$14K	–	87
2020 Q3	$14K	Buy	+121	New	+$15.2K	0.01%	190

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Catalyst Private Wealth's CB Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Chubb (CB) in Q4 2020, closing a stake of 121 shares — an estimated $14K sold.

Catalyst Private Wealth first reported a position in CB in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

Catalyst Private Wealth reported no remaining Chubb position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 121 Chubb shares in Q4 2020, an estimated $14K.
Catalyst Private Wealth first reported a position in Chubb in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Chubb position peaked at $14K in Q3 2020.
1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.