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IAG Wealth Partners’s Chubb CB Stock Holding History

IAG Wealth Partners’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 		– Sell
-15
Closed -$3K – 446
2022
Q3 		$3K Hold
15
– – ﹤0.01% 378
2022
Q2 		$3K Hold
15
– – ﹤0.01% 364
2022
Q1 		$3K Buy
+15
New +$3.05K ﹤0.01% 380

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Capital International Investors
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's CB Position: Q4 2022 in Review

IAG Wealth Partners sold out of Chubb (CB) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in CB in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • IAG Wealth Partners reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 15 Chubb shares in Q4 2022, an estimated $3K.
  • IAG Wealth Partners first reported a position in Chubb in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Chubb position peaked at $3K in Q3 2022.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.