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Power Wealth Management’s Chubb CB Stock Holding History

Power 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
2024
Q2 		– Sell
-1,118
Closed -$290K – 100
2024
Q1 		$290K Sell
1,118
-85
-7% -$20.9K 0.18% 79
2023
Q4 		$272K Buy
+1,203
New +$263K 0.19% 78

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Power Wealth Management's CB Position: Q2 2024 in Review

Power Wealth Management sold out of Chubb (CB) in Q2 2024, closing a stake of 1,118 shares — an estimated $290K sold.

Power Wealth Management first reported a position in CB in Q4 2023 and held it in 2 quarters. The position peaked at $290K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Power Wealth Management reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Power Wealth Management sold 1,118 Chubb shares in Q2 2024, an estimated $290K.
  • Power Wealth Management first reported a position in Chubb in Q4 2023 and held it in 2 quarters.
  • Power Wealth Management's Chubb position peaked at $290K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Power Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.