Lake Point Wealth Management’s Chubb CB Stock Holding History

Lake Point Wealth Management’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 Q2	$55K	Hold	282	–	–	0.03%	61
2022 Q1	$60K	Sell	282 -319	-53%	-$64.8K	0.03%	60
2021 Q4	$116K	Hold	601	–	–	0.05%	40
2021 Q3	$104K	Hold	601	–	–	0.05%	39
2021 Q2	$96K	Buy	+601	New	+$99.6K	0.04%	42
2019 Q1	–	Sell	-51	Closed	-$7K	–	698
2018 Q4	$7K	Buy	+51	New	+$6.59K	﹤0.01%	513

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Lake Point Wealth Management's CB Position: Q2 2022 in Review

Lake Point Wealth Management held its Chubb (CB) position steady in Q2 2022 at 282 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #61.

Lake Point Wealth Management first reported a position in CB in Q4 2018 and has held it in 6 quarters since. The position peaked at $116K in Q4 2021. 1,402 funds tracked by Wall St. Rank hold CB as of Q2 2022.

Lake Point Wealth Management held 282 shares of Chubb worth $55K as of Q2 2022.
Lake Point Wealth Management left its Chubb share count unchanged in Q2 2022.
Chubb made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #61 holding.
Lake Point Wealth Management first reported a position in Chubb in Q4 2018 and has held it in 6 quarters since.
Lake Point Wealth Management's Chubb position peaked at $116K in Q4 2021.
1,402 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.