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Meredith Wealth Planning’s Chubb CB Stock Holding History

Meredith Wealth Planning’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
-1,438
Closed -$279K – 47
2023
Q1 		$279K Sell
1,438
-90
-6% -$18.9K 0.22% 40
2022
Q4 		$337K Buy
+1,528
New +$318K 0.29% 34

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Meredith Wealth Planning's CB Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Chubb (CB) in Q2 2023, closing a stake of 1,438 shares — an estimated $279K sold.

Meredith Wealth Planning first reported a position in CB in Q4 2022 and held it in 2 quarters. The position peaked at $337K in Q4 2022. 1,479 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,438 Chubb shares in Q2 2023, an estimated $279K.
  • Meredith Wealth Planning first reported a position in Chubb in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Chubb position peaked at $337K in Q4 2022.
  • 1,479 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.