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Engrave Wealth Partners’s Chubb CB Stock Holding History

Engrave 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
-505
Closed -$63K – 110
2020
Q2 		$63K Hold
505
– – 0.06% 97
2020
Q1 		$56K Hold
505
– – 0.07% 85
2019
Q4 		$78K Buy
+505
New +$77.3K 0.08% 96

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Capital International Investors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Engrave Wealth Partners sold out of Chubb (CB) in Q3 2020, closing a stake of 505 shares — an estimated $63K sold.

Engrave Wealth Partners first reported a position in CB in Q4 2019 and held it in 3 quarters. The position peaked at $78K in Q4 2019. 1,054 funds tracked by Wall St. Rank hold CB as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Chubb position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 505 Chubb shares in Q3 2020, an estimated $63K.
  • Engrave Wealth Partners first reported a position in Chubb in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Chubb position peaked at $78K in Q4 2019.
  • 1,054 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.