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Heritage Wealth Management (Arizona)’s Chubb CB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$103K Buy
466
+243
+109% +$50.6K 0.01% 410
2022
Q3 		$41K Sell
223
-39
-15% -$7.41K 0.01% 425
2022
Q2 		$51.5K Hold
262
– – 0.02% 415
2022
Q1 		$56K Buy
+262
New +$53.2K 0.02% 458
2021
Q3 		$57K Sell
328
-67
-17% -$11.7K 0.02% 427
2021
Q2 		$63K Sell
395
-545
-58% -$90.3K 0.02% 420
2021
Q1 		$148K Buy
+940
New +$151K 0.08% 199

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Chubb (CB) stake by 109% in Q4 2022, buying an estimated $50.6K and bringing the position to 466 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #410.

Heritage Wealth Management (Arizona) first reported a position in CB in Q1 2021 and has held it in 7 quarters since. The position peaked at $148K in Q1 2021. 1,480 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 466 shares of Chubb worth $103K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 243 Chubb shares in Q4 2022, an estimated $50.6K.
  • Chubb made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #410 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Chubb in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Chubb position peaked at $148K in Q1 2021.
  • 1,480 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.