CFM Wealth Partners’s Chubb CB Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-924	Closed	-$116K	–	203
2020 Q2	$116K	Hold	924	–	–	0.04%	187
2020 Q1	$103K	Buy	+924	New	+$133K	0.05%	192

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

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

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

CFM Wealth Partners's CB Position: Q3 2020 in Review

CFM Wealth Partners sold out of Chubb (CB) in Q3 2020, closing a stake of 924 shares — an estimated $116K sold.

CFM Wealth Partners first reported a position in CB in Q1 2020 and held it in 2 quarters. The position peaked at $116K in Q2 2020. 1,054 funds tracked by Wall St. Rank hold CB as of Q3 2020.

CFM Wealth Partners reported no remaining Chubb position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 924 Chubb shares in Q3 2020, an estimated $116K.
CFM Wealth Partners first reported a position in Chubb in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Chubb position peaked at $116K in Q2 2020.
1,054 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.