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Personal Wealth Partners’s Chubb CB Stock Holding History

Personal Wealth Partners’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
-40
Closed -$6K – 128
2021
Q2 		$6K Buy
+40
New +$6.63K ﹤0.01% 301
2020
Q1 		– Sell
-22
Closed -$3K – 141
2019
Q4 		$3K Hold
22
– – ﹤0.01% 307
2019
Q3 		$4K Buy
+22
New +$3.4K ﹤0.01% 285

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Wealth Partners's CB Position: Q3 2021 in Review

Personal Wealth Partners sold out of Chubb (CB) in Q3 2021, closing a stake of 40 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in CB in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • Personal Wealth Partners reported no remaining Chubb position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 40 Chubb shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in Chubb in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Chubb position peaked at $6K in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.