Meridian Wealth Partners’s Chubb CB Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-114	Closed	-$18K	–	284
2021 Q1	$18K	Buy	+114	New	+$18.4K	0.01%	299

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meridian Wealth Partners's CB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Chubb (CB) in Q2 2021, closing a stake of 114 shares — an estimated $18K sold.

Meridian Wealth Partners first reported a position in CB in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 1,208 funds tracked by Wall St. Rank hold CB as of Q2 2021.

Meridian Wealth Partners reported no remaining Chubb position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 114 Chubb shares in Q2 2021, an estimated $18K.
Meridian Wealth Partners first reported a position in Chubb in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Chubb position peaked at $18K in Q1 2021.
1,208 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.