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Retirement Financial Solutions’s Chubb CB Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-7
Closed -$1.54K – 60
2022
Q4 		$1.54K Buy
+7
New +$1.46K ﹤0.01% 230

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Retirement Financial Solutions's CB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Chubb (CB) in Q1 2023, closing a stake of 7 shares — an estimated $1.54K sold.

Retirement Financial Solutions first reported a position in CB in Q4 2022 and held it in 1 quarter. The position peaked at $1.54K in Q4 2022. 1,465 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 7 Chubb shares in Q1 2023, an estimated $1.54K.
  • Retirement Financial Solutions first reported a position in Chubb in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Chubb position peaked at $1.54K in Q4 2022.
  • 1,465 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.