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High Net Worth Advisory Group’s Chubb CB Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-336
Closed -$74.1K – 251
2022
Q4 		$74.1K Hold
336
– – 0.03% 274
2022
Q3 		$61K Hold
336
– – 0.03% 296
2022
Q2 		$66K Hold
336
– – 0.03% 286
2022
Q1 		$72K Hold
336
– – 0.03% 285
2021
Q4 		$65K Buy
+336
New +$63.1K 0.02% 316

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

High Net Worth Advisory Group's CB Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Chubb (CB) in Q1 2023, closing a stake of 336 shares — an estimated $74.1K sold.

High Net Worth Advisory Group first reported a position in CB in Q4 2021 and held it in 5 quarters. The position peaked at $74.1K in Q4 2022. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 336 Chubb shares in Q1 2023, an estimated $74.1K.
  • High Net Worth Advisory Group first reported a position in Chubb in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Chubb position peaked at $74.1K in Q4 2022.
  • 1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.