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ShoreHaven Wealth Partners’s Chubb CB Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-415
Closed -$66K – 94
2021
Q1 		$66K Buy
415
+2
+0.5% +$322 0.04% 100
2020
Q4 		$64K Buy
+413
New +$57.9K 0.04% 96

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State Street
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T. Rowe Price Associates
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Massachusetts Financial Services
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ShoreHaven Wealth Partners's CB Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Chubb (CB) in Q2 2021, closing a stake of 415 shares — an estimated $66K sold.

ShoreHaven Wealth Partners first reported a position in CB in Q4 2020 and held it in 2 quarters. The position peaked at $66K in Q1 2021. 1,209 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Chubb position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 415 Chubb shares in Q2 2021, an estimated $66K.
  • ShoreHaven Wealth Partners first reported a position in Chubb in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Chubb position peaked at $66K in Q1 2021.
  • 1,209 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.