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Curi Wealth Management’s Chubb CB Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-619
Closed -$122K – 270
2022
Q2 		$122K Buy
619
+32
+5% +$6.59K 0.02% 156
2022
Q1 		$125K Buy
587
+332
+130% +$67.5K 0.02% 140
2021
Q4 		$49K Buy
+255
New +$47.9K 0.01% 188
2021
Q1 		– Sell
-92
Closed -$14K – 160
2020
Q4 		$14K Buy
+92
New +$12.9K 0.01% 217

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's CB Position: Q3 2022 in Review

Curi Wealth Management sold out of Chubb (CB) in Q3 2022, closing a stake of 619 shares — an estimated $122K sold.

Curi Wealth Management first reported a position in CB in Q4 2020 and held it in 4 quarters. The position peaked at $125K in Q1 2022. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Curi Wealth Management reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 619 Chubb shares in Q3 2022, an estimated $122K.
  • Curi Wealth Management first reported a position in Chubb in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Chubb position peaked at $125K in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.