One Plus One Wealth Management’s Chubb CB Stock Holding History

One Plus One 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
2023 Q1	–	Sell	-1,036	Closed	-$229K	–	90
2022 Q4	$229K	Buy	+1,036	New	+$216K	0.16%	82
2022 Q3	–	Sell	-1,092	Closed	-$215K	–	91
2022 Q2	$215K	Hold	1,092	–	–	0.16%	87
2022 Q1	$234K	Sell	1,092 -78	-7%	-$15.9K	0.16%	81
2021 Q4	$226K	Hold	1,170	–	–	0.16%	92
2021 Q3	$203K	Buy	+1,170	New	+$205K	0.15%	85

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Plus One Wealth Management's CB Position: Q1 2023 in Review

One Plus One Wealth Management sold out of Chubb (CB) in Q1 2023, closing a stake of 1,036 shares — an estimated $229K sold.

One Plus One Wealth Management first reported a position in CB in Q3 2021 and held it in 5 quarters. The position peaked at $234K in Q1 2022. 1,465 funds tracked by Wall St. Rank hold CB as of Q1 2023.

One Plus One Wealth Management reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
One Plus One Wealth Management sold 1,036 Chubb shares in Q1 2023, an estimated $229K.
One Plus One Wealth Management first reported a position in Chubb in Q3 2021 and held it in 5 quarters.
One Plus One Wealth Management's Chubb position peaked at $234K in Q1 2022.
1,465 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on One Plus One Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.