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Selective Wealth Management’s Chubb CB Stock Holding History

Selective 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
2022
Q4 		– Sell
-215
Closed -$39K – 205
2022
Q3 		$39K Buy
215
+23
+12% +$4.37K 0.02% 322
2022
Q2 		$38K Hold
192
– – 0.01% 363
2022
Q1 		$41K Hold
192
– – 0.01% 335
2021
Q4 		$37K Buy
192
+92
+92% +$17.3K 0.02% 318
2021
Q3 		$17K Buy
+100
New +$17.5K 0.01% 379

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Selective Wealth Management's CB Position: Q4 2022 in Review

Selective Wealth Management sold out of Chubb (CB) in Q4 2022, closing a stake of 215 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in CB in Q3 2021 and held it in 5 quarters. The position peaked at $41K in Q1 2022. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Selective Wealth Management reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 215 Chubb shares in Q4 2022, an estimated $39K.
  • Selective Wealth Management first reported a position in Chubb in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Chubb position peaked at $41K in Q1 2022.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.