SPWM
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Spartan Planning & Wealth Management’s Chubb CB Stock Holding History

Spartan Planning & 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
Q3 		– Sell
-14
Closed -$3K – 79
2022
Q2 		$3K Sell
14
-14
-50% -$2.88K ﹤0.01% 77
2022
Q1 		$6K Buy
+28
New +$5.69K 0.01% 118

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Planning & Wealth Management's CB Position: Q3 2022 in Review

Spartan Planning & Wealth Management sold out of Chubb (CB) in Q3 2022, closing a stake of 14 shares — an estimated $3K sold.

Spartan Planning & Wealth Management first reported a position in CB in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Spartan Planning & Wealth Management reported no remaining Chubb position as of Q3 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 14 Chubb shares in Q3 2022, an estimated $3K.
  • Spartan Planning & Wealth Management first reported a position in Chubb in Q1 2022 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's Chubb position peaked at $6K in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.