Kapitalo Investimentos’s Chubb CB Stock Holding History

Kapitalo Investimentos’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 Q2	–	Sell	-251	Closed	-$48.7K	–	509
2023 Q1	$48.7K	Buy	+251	New	+$52.7K	0.02%	403

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's CB Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Chubb (CB) in Q2 2023, closing a stake of 251 shares — an estimated $48.7K sold.

Kapitalo Investimentos first reported a position in CB in Q1 2023 and held it in 1 quarter. The position peaked at $48.7K in Q1 2023. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

Kapitalo Investimentos reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 251 Chubb shares in Q2 2023, an estimated $48.7K.
Kapitalo Investimentos first reported a position in Chubb in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Chubb position peaked at $48.7K in Q1 2023.
1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.