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Laurel Wealth Advisors (California)’s Chubb CB Stock Holding History

Laurel Wealth Advisors (California)’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
-1,384
Closed -$251K – 643
2022
Q3 		$251K Buy
1,384
+42
+3% +$7.97K 0.03% 540
2022
Q2 		$264K Buy
+1,342
New +$276K 0.03% 532
2018
Q3 		– Sell
-1,814
Closed -$230K – 432
2018
Q2 		$230K Sell
1,814
-2
-0.1% -$266 0.06% 333
2018
Q1 		$248K Sell
1,816
-159
-8% -$23K 0.08% 277
2017
Q4 		$288K Buy
+1,975
New +$295K 0.08% 263

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Laurel Wealth Advisors (California)'s CB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Chubb (CB) in Q4 2022, closing a stake of 1,384 shares — an estimated $251K sold.

Laurel Wealth Advisors (California) first reported a position in CB in Q4 2017 and held it in 5 quarters. The position peaked at $288K in Q4 2017. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,384 Chubb shares in Q4 2022, an estimated $251K.
  • Laurel Wealth Advisors (California) first reported a position in Chubb in Q4 2017 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s Chubb position peaked at $288K in Q4 2017.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.