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Redhawk Wealth Advisors’s Chubb CB Stock Holding History

Redhawk Wealth 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
2024
Q3 		– Sell
-909
Closed -$232K – 313
2024
Q2 		$232K Sell
909
-681
-43% -$175K 0.04% 265
2024
Q1 		$412K Sell
1,590
-6
-0.4% -$1.48K 0.07% 209
2023
Q4 		$361K Buy
+1,596
New +$349K 0.07% 206
2019
Q3 		– Sell
-496
Closed -$73K – 174
2019
Q2 		$73K Buy
+496
New +$71.6K 0.03% 216

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Redhawk Wealth Advisors's CB Position: Q3 2024 in Review

Redhawk Wealth Advisors sold out of Chubb (CB) in Q3 2024, closing a stake of 909 shares — an estimated $232K sold.

Redhawk Wealth Advisors first reported a position in CB in Q2 2019 and held it in 4 quarters. The position peaked at $412K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Redhawk Wealth Advisors reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 909 Chubb shares in Q3 2024, an estimated $232K.
  • Redhawk Wealth Advisors first reported a position in Chubb in Q2 2019 and held it in 4 quarters.
  • Redhawk Wealth Advisors's Chubb position peaked at $412K in Q1 2024.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.