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Clarus Wealth Advisors’s Chubb CB Stock Holding History

Clarus 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
2019
Q4 		– Sell
-2,231
Closed -$360K – 145
2019
Q3 		$360K Buy
2,231
+1,122
+101% +$174K 0.26% 86
2019
Q2 		$163K Buy
1,109
+5
+0.5% +$722 0.12% 135
2019
Q1 		$155K Buy
1,104
+6
+0.5% +$798 0.12% 135
2018
Q4 		$142K Buy
1,098
+43
+4% +$5.56K 0.22% 125
2018
Q3 		$141K Buy
1,055
+226
+27% +$30.6K 0.09% 174
2018
Q2 		$113K Buy
+829
New +$110K 0.09% 181

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Clarus Wealth Advisors's CB Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Chubb (CB) in Q4 2019, closing a stake of 2,231 shares — an estimated $360K sold.

Clarus Wealth Advisors first reported a position in CB in Q2 2018 and held it in 6 quarters. The position peaked at $360K in Q3 2019. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,231 Chubb shares in Q4 2019, an estimated $360K.
  • Clarus Wealth Advisors first reported a position in Chubb in Q2 2018 and held it in 6 quarters.
  • Clarus Wealth Advisors's Chubb position peaked at $360K in Q3 2019.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.