Provident Wealth Management’s Chubb CB Stock Holding History

Provident 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
2020 Q4	–	Sell	-37	Closed	-$4K	–	91
2020 Q3	$4K	Buy	+37	New	+$4.65K	﹤0.01%	202

Other funds holding CB

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Provident Wealth Management's CB Position: Q4 2020 in Review

Provident Wealth Management sold out of Chubb (CB) in Q4 2020, closing a stake of 37 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in CB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,164 funds tracked by Wall St. Rank hold CB as of Q4 2020.

Provident Wealth Management reported no remaining Chubb position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 37 Chubb shares in Q4 2020, an estimated $4K.
Provident Wealth Management first reported a position in Chubb in Q3 2020 and held it in 1 quarter.
Provident Wealth Management's Chubb position peaked at $4K in Q3 2020.
1,164 funds tracked by Wall St. Rank held Chubb as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.