IBEX Wealth Advisors’s Chubb CB Stock Holding History

IBEX Wealth 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
2024 Q3	–	Sell	-83	Closed	-$21.1K	–	99
2024 Q2	$21.1K	Sell	83 -11,152	-99%	-$2.86M	﹤0.01%	195
2024 Q1	$2.48M	Buy	+11,235	New	+$2.76M	0.67%	51
2023 Q1	$2.3M	Buy	11,854 +619	+6%	+$130K	0.6%	54
2022 Q4	$2.48M	Buy	+11,235	New	+$2.34M	0.56%	57
2019 Q3	–	Sell	-3,000	Closed	-$441K	–	121
2019 Q2	$441K	Buy	+3,000	New	+$433K	0.13%	115
2018 Q1	–	Sell	-4,157	Closed	-$596K	–	94
2017 Q4	$596K	Buy	4,157 +157	+4%	+$23.5K	0.26%	65
2017 Q3	$584K	Sell	4,000 -157	-4%	-$22.7K	0.22%	92
2017 Q2	$603K	Sell	4,157 -37	-0.9%	-$5.21K	0.24%	91
2017 Q1	$574K	Buy	4,194 +25	+0.6%	+$3.36K	0.35%	64
2016 Q4	$548K	Sell	4,169 -5	-0.1%	-$638	0.26%	86
2016 Q3	$525K	Buy	+4,174	New	+$530K	0.29%	87

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

IBEX Wealth Advisors's CB Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Chubb (CB) in Q3 2024, closing a stake of 83 shares — an estimated $21.1K sold.

IBEX Wealth Advisors first reported a position in CB in Q3 2016 and held it in 11 quarters. The position peaked at $2.48M in Q1 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

IBEX Wealth Advisors reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 83 Chubb shares in Q3 2024, an estimated $21.1K.
IBEX Wealth Advisors first reported a position in Chubb in Q3 2016 and held it in 11 quarters.
IBEX Wealth Advisors's Chubb position peaked at $2.48M in Q1 2024.
1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.