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Core Wealth Advisors (Florida)’s Chubb CB Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-15
Closed -$3.89K – 79
2024
Q1 		$3.89K Buy
+15
New +$3.69K ﹤0.01% 230
2023
Q3 		– Sell
-33
Closed -$6.36K – 240
2023
Q2 		$6.36K Hold
33
– – ﹤0.01% 185
2023
Q1 		$6.41K Hold
33
– – ﹤0.01% 180
2022
Q4 		$7.28K Buy
+33
New +$6.87K ﹤0.01% 183
2020
Q4 		– Sell
-2
Closed – – 179
2020
Q3 		$0 Buy
+2
New +$251 ﹤0.01% 163
2020
Q1 		– Sell
-15
Closed -$2K – 153
2019
Q4 		$2K Buy
+15
New +$2.29K ﹤0.01% 112

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CB Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Chubb (CB) in Q2 2024, closing a stake of 15 shares — an estimated $3.89K sold.

Core Wealth Advisors (Florida) first reported a position in CB in Q4 2019 and held it in 6 quarters. The position peaked at $7.28K in Q4 2022. 1,708 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 15 Chubb shares in Q2 2024, an estimated $3.89K.
  • Core Wealth Advisors (Florida) first reported a position in Chubb in Q4 2019 and held it in 6 quarters.
  • Core Wealth Advisors (Florida)'s Chubb position peaked at $7.28K in Q4 2022.
  • 1,708 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.