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Northwest Financial Advisors’s Chubb CB Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-148
Closed -$42.8K – 171
2024
Q3 		$42.8K Buy
+148
New +$40.6K 0.03% 247
2024
Q1 		– Sell
-147
Closed -$33.2K – 147
2023
Q4 		$33.2K Buy
+147
New +$32.1K 0.03% 252

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Financial Advisors's CB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Chubb (CB) in Q4 2024, closing a stake of 148 shares — an estimated $42.8K sold.

Northwest Financial Advisors first reported a position in CB in Q4 2023 and held it in 2 quarters. The position peaked at $42.8K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 148 Chubb shares in Q4 2024, an estimated $42.8K.
  • Northwest Financial Advisors first reported a position in Chubb in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Chubb position peaked at $42.8K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.