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Paragon Wealth Strategies’s Chubb CB Stock Holding History

Paragon Wealth Strategies’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
-11
Closed -$2.43K – 66
2022
Q4 		$2.43K Buy
+11
New +$2.29K ﹤0.01% 186

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paragon Wealth Strategies's CB Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Chubb (CB) in Q1 2023, closing a stake of 11 shares — an estimated $2.43K sold.

Paragon Wealth Strategies first reported a position in CB in Q4 2022 and held it in 1 quarter. The position peaked at $2.43K in Q4 2022. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 11 Chubb shares in Q1 2023, an estimated $2.43K.
  • Paragon Wealth Strategies first reported a position in Chubb in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Chubb position peaked at $2.43K in Q4 2022.
  • 1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.