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Liberty Wealth Management’s Chubb CB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-185
Closed -$32K – 301
2021
Q3 		$32K Buy
185
+34
+23% +$5.96K 0.01% 521
2021
Q2 		$24K Sell
151
-13
-8% -$2.15K 0.01% 468
2021
Q1 		$24K Hold
164
– – 0.01% 423
2020
Q4 		$24K Sell
164
-27
-14% -$3.79K 0.01% 420
2020
Q3 		$22K Buy
191
+22
+13% +$2.76K 0.01% 378
2020
Q2 		$21K Sell
169
-52
-24% -$6.03K 0.01% 372
2020
Q1 		$25K Sell
221
-27
-11% -$3.87K 0.02% 317
2019
Q4 		$38K Buy
248
+60
+32% +$9.18K 0.03% 298
2019
Q3 		$30K Buy
188
+120
+176% +$18.6K 0.03% 322
2019
Q2 		$10K Sell
68
-9
-12% -$1.3K 0.01% 520
2019
Q1 		$10K Buy
77
+16
+26% +$2.13K 0.01% 435
2018
Q4 		$7K Buy
+61
New +$7.88K 0.01% 479

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's CB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Chubb (CB) in Q4 2021, closing a stake of 185 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in CB in Q4 2018 and held it in 12 quarters. The position peaked at $38K in Q4 2019. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 185 Chubb shares in Q4 2021, an estimated $32K.
  • Liberty Wealth Management first reported a position in Chubb in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Chubb position peaked at $38K in Q4 2019.
  • 1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.