Global Wealth Management Investment Advisory’s Chubb CB Stock Holding History

Global Wealth Management Investment Advisory’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	-8	Closed	-$2K	–	190
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	406
2022 Q1	$2K	Buy	+8	New	+$1.63K	﹤0.01%	408
2020 Q2	–	Sell	-50	Closed	-$6K	–	604
2020 Q1	$6K	Buy	+50	New	+$7.17K	﹤0.01%	393
2019 Q4	–	Sell	-17	Closed	-$3K	–	617
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	451
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	490
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	529
2018 Q4	$2K	Buy	+17	New	+$2.2K	﹤0.01%	568

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Global Wealth Management Investment Advisory's CB Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Chubb (CB) in Q3 2022, closing a stake of 8 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in CB in Q4 2018 and held it in 7 quarters. The position peaked at $6K in Q1 2020. 1,359 funds tracked by Wall St. Rank hold CB as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 8 Chubb shares in Q3 2022, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Chubb in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Chubb position peaked at $6K in Q1 2020.
1,359 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.