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Personal Capital Advisors’s Chubb CB Stock Holding History

Personal Capital 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 		$285K Sell
1,293
-222
-15% -$46.2K ﹤0.01% 393
2022
Q3 		$276K Buy
1,515
+95
+7% +$18K ﹤0.01% 374
2022
Q2 		$279K Sell
1,420
-293
-17% -$60.4K ﹤0.01% 366
2022
Q1 		$366K Buy
+1,713
New +$348K ﹤0.01% 351
2020
Q1 		– Sell
-1,319
Closed -$205K – 348
2019
Q4 		$205K Buy
+1,319
New +$202K ﹤0.01% 389

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Personal Capital Advisors's CB Position: Q4 2022 in Review

Personal Capital Advisors reduced its Chubb (CB) stake by 15% in Q4 2022, selling an estimated $46.2K and leaving 1,293 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Personal Capital Advisors first reported a position in CB in Q4 2019 and has held it in 5 quarters since. The position peaked at $366K in Q1 2022. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Personal Capital Advisors held 1,293 shares of Chubb worth $285K as of Q4 2022.
  • Personal Capital Advisors sold 222 Chubb shares in Q4 2022, an estimated $46.2K.
  • Chubb made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #393 holding.
  • Personal Capital Advisors first reported a position in Chubb in Q4 2019 and has held it in 5 quarters since.
  • Personal Capital Advisors's Chubb position peaked at $366K in Q1 2022.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.