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Evolution Wealth Advisors’s Chubb CB Stock Holding History

Evolution 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
2021
Q4 		– Sell
-34
Closed -$6K – 234
2021
Q3 		$6K Hold
34
– – ﹤0.01% 473
2021
Q2 		$5K Hold
34
– – ﹤0.01% 498
2021
Q1 		$5K Hold
34
– – ﹤0.01% 515
2020
Q4 		$5K Sell
34
-49
-59% -$6.87K ﹤0.01% 436
2020
Q3 		$10K Buy
83
+17
+26% +$2.13K ﹤0.01% 348
2020
Q2 		$8K Buy
66
+27
+69% +$3.13K ﹤0.01% 312
2020
Q1 		$4K Sell
39
-27
-41% -$3.87K ﹤0.01% 267
2019
Q4 		$10K Buy
66
+29
+78% +$4.44K ﹤0.01% 298
2019
Q3 		$6K Sell
37
-41
-53% -$6.34K ﹤0.01% 245
2019
Q2 		$11K Buy
+78
New +$11.3K ﹤0.01% 165

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's CB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Chubb (CB) in Q4 2021, closing a stake of 34 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in CB in Q2 2019 and held it in 10 quarters. The position peaked at $11K in Q2 2019. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 34 Chubb shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Chubb in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Chubb position peaked at $11K in Q2 2019.
  • 1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.