Financial Synergies Wealth Advisors’s Chubb CB Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-6	Closed	-$1.55K	–	128
2024 Q1	$1.55K	Buy	6 +2	+50%	+$492	﹤0.01%	354
2023 Q4	$883	Sell	4 -2	-33%	-$437	﹤0.01%	342
2023 Q3	$1.25K	Hold	6	–	–	﹤0.01%	351
2023 Q2	$1.16K	Buy	6 +2	+50%	+$392	﹤0.01%	355
2023 Q1	$777	Hold	4	–	–	﹤0.01%	397
2022 Q4	$883	Hold	4	–	–	﹤0.01%	342
2022 Q3	$728	Hold	4	–	–	﹤0.01%	337
2022 Q2	$787	Buy	+4	New	+$824	﹤0.01%	335

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's CB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Chubb (CB) in Q2 2024, closing a stake of 6 shares — an estimated $1.55K sold.

Financial Synergies Wealth Advisors first reported a position in CB in Q2 2022 and held it in 8 quarters. The position peaked at $1.55K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Chubb shares in Q2 2024, an estimated $1.55K.
Financial Synergies Wealth Advisors first reported a position in Chubb in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Chubb position peaked at $1.55K in Q1 2024.
1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.