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FSB Premier Wealth Management’s Chubb CB Stock Holding History

FSB Premier 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
Q1 		– Sell
-127
Closed -$24K – 191
2021
Q4 		$24K Buy
+127
New +$23.9K 0.01% 321

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FSB Premier Wealth Management's CB Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Chubb (CB) in Q1 2022, closing a stake of 127 shares — an estimated $24K sold.

FSB Premier Wealth Management first reported a position in CB in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Chubb position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 127 Chubb shares in Q1 2022, an estimated $24K.
  • FSB Premier Wealth Management first reported a position in Chubb in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Chubb position peaked at $24K in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.