Guidance Point Advisors’s Chubb CB Stock Holding History

Guidance Point 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	-41	Closed	-$7K	–	133
2021 Q3	$7K	Buy	+41	New	+$7.19K	﹤0.01%	284

Other funds holding CB

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guidance Point Advisors's CB Position: Q4 2021 in Review

Guidance Point Advisors sold out of Chubb (CB) in Q4 2021, closing a stake of 41 shares — an estimated $7K sold.

Guidance Point Advisors first reported a position in CB in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

Guidance Point Advisors reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 41 Chubb shares in Q4 2021, an estimated $7K.
Guidance Point Advisors first reported a position in Chubb in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Chubb position peaked at $7K in Q3 2021.
1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

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