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SYSTM Wealth Solutions’s Chubb CB Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-4,118
Closed -$1.05M – 180
2024
Q2 		$1.05M Sell
4,118
-11,344
-73% -$2.91M 0.23% 110
2024
Q1 		$4.01M Sell
15,462
-4,035
-21% -$992K 0.51% 50
2023
Q4 		$4.42M Sell
19,497
-8,395
-30% -$1.84M 0.61% 38
2023
Q3 		$5.81M Sell
27,892
-2,209
-7% -$447K 0.89% 18
2023
Q2 		$5.8M Sell
30,101
-6,264
-17% -$1.23M 0.78% 21
2023
Q1 		$7.06M Sell
36,365
-244
-0.7% -$51.3K 1.09% 15
2022
Q4 		$8.08M Buy
+36,609
New +$7.62M 1% 15

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

SYSTM Wealth Solutions's CB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Chubb (CB) in Q3 2024, closing a stake of 4,118 shares — an estimated $1.05M sold.

SYSTM Wealth Solutions first reported a position in CB in Q4 2022 and held it in 7 quarters. The position peaked at $8.08M in Q4 2022. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,118 Chubb shares in Q3 2024, an estimated $1.05M.
  • SYSTM Wealth Solutions first reported a position in Chubb in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Chubb position peaked at $8.08M in Q4 2022.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.