Parisi Gray Wealth Management’s Chubb CB Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-66	Closed	-$11K	–	197
2021 Q2	$11K	Buy	+66	New	+$10.9K	﹤0.01%	433
2019 Q2	–	Sell	-168	Closed	-$24K	–	166
2019 Q1	$24K	Hold	168	–	–	0.02%	292
2018 Q4	$21K	Sell	168 -36	-18%	-$4.65K	0.01%	301
2018 Q3	$27K	Hold	204	–	–	0.02%	304
2018 Q2	$26K	Hold	204	–	–	0.02%	317
2018 Q1	$28K	Sell	204 -103	-34%	-$14.9K	0.02%	299
2017 Q4	$44K	Buy	+307	New	+$45.9K	0.03%	233

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parisi Gray Wealth Management's CB Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Chubb (CB) in Q3 2021, closing a stake of 66 shares — an estimated $11K sold.

Parisi Gray Wealth Management first reported a position in CB in Q4 2017 and held it in 7 quarters. The position peaked at $44K in Q4 2017. 1,205 funds tracked by Wall St. Rank hold CB as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Chubb position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 66 Chubb shares in Q3 2021, an estimated $11K.
Parisi Gray Wealth Management first reported a position in Chubb in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Chubb position peaked at $44K in Q4 2017.
1,205 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.