TCWP’s Chubb CB Stock Holding History

TCWP’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 Q2	–	Sell	-185	Closed	-$39K	–	515
2022 Q1	$39K	Buy	+185	New	+$37.6K	0.01%	534

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's CB Position: Q2 2022 in Review

TCWP sold out of Chubb (CB) in Q2 2022, closing a stake of 185 shares — an estimated $39K sold.

TCWP first reported a position in CB in Q1 2022 and held it in 1 quarter. The position peaked at $39K in Q1 2022. 1,402 funds tracked by Wall St. Rank hold CB as of Q2 2022.

TCWP reported no remaining Chubb position as of Q2 2022 after selling out during the quarter.
TCWP sold 185 Chubb shares in Q2 2022, an estimated $39K.
TCWP first reported a position in Chubb in Q1 2022 and held it in 1 quarter.
TCWP's Chubb position peaked at $39K in Q1 2022.
1,402 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.