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New England Guild Wealth Advisors’s Chubb CB Stock Holding History

New England Guild Wealth 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
2022
Q4 		$550K Hold
2,494
– – 0.29% 45
2022
Q3 		$454K Hold
2,494
– – 0.27% 46
2022
Q2 		$490K Hold
2,494
– – 0.3% 45
2022
Q1 		$533K Hold
2,494
– – 0.28% 45
2021
Q4 		$482K Hold
2,494
– – 0.24% 47
2021
Q3 		$433K Hold
2,494
– – 0.23% 44
2021
Q2 		$396K Hold
2,494
– – 0.21% 44
2021
Q1 		$394K Buy
+2,494
New +$402K 0.22% 43

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

New England Guild Wealth Advisors's CB Position: Q4 2022 in Review

New England Guild Wealth Advisors held its Chubb (CB) position steady in Q4 2022 at 2,494 shares worth $550K. The position accounts for 0.29% of the portfolio, ranked #45.

New England Guild Wealth Advisors first reported a position in CB in Q1 2021 and has held it in 8 quarters since. 1,480 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • New England Guild Wealth Advisors held 2,494 shares of Chubb worth $550K as of Q4 2022.
  • New England Guild Wealth Advisors left its Chubb share count unchanged in Q4 2022.
  • Chubb made up 0.29% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #45 holding.
  • New England Guild Wealth Advisors first reported a position in Chubb in Q1 2021 and has held it in 8 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.