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Milestone Investment Advisors’s Chubb CB Stock Holding History

Milestone Investment Advisors’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
-100
Closed -$19.4K – 172
2023
Q1 		$19.4K Buy
+100
New +$21K 0.01% 267

Other funds holding CB

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's CB Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Chubb (CB) in Q2 2023, closing a stake of 100 shares — an estimated $19.4K sold.

Milestone Investment Advisors first reported a position in CB in Q1 2023 and held it in 1 quarter. The position peaked at $19.4K in Q1 2023. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 Chubb shares in Q2 2023, an estimated $19.4K.
  • Milestone Investment Advisors first reported a position in Chubb in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Chubb position peaked at $19.4K in Q1 2023.
  • 1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.