Nauset Wealth Management’s Chubb CB Stock Holding History

Nauset 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
2022 Q1	$156K	Buy	+730	New	+$148K	0.12%	62

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nauset Wealth Management's CB Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Chubb (CB) in Q1 2022: 730 shares worth $156K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

1,393 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Nauset Wealth Management held 730 shares of Chubb worth $156K as of Q1 2022.
Chubb was a new Nauset Wealth Management position in Q1 2022.
Chubb made up 0.12% of Nauset Wealth Management's portfolio in Q1 2022, its #62 holding.
1,393 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.