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TD Ameritrade Investment Management’s Chubb CB Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-88
Closed -$17K – 70
2023
Q2 		$17K Sell
88
-23
-21% -$4.51K ﹤0.01% 292
2023
Q1 		$22K Sell
111
-23
-17% -$4.83K ﹤0.01% 297
2022
Q4 		$30K Sell
134
-6
-4% -$1.25K ﹤0.01% 289
2022
Q3 		$25K Sell
140
-82
-37% -$15.6K ﹤0.01% 320
2022
Q2 		$44K Sell
222
-176
-44% -$36.3K ﹤0.01% 310
2022
Q1 		$85K Buy
398
+173
+77% +$35.2K ﹤0.01% 312
2021
Q4 		$43K Buy
225
+165
+275% +$31K ﹤0.01% 362
2021
Q3 		$7K Sell
60
-51
-46% -$8.94K ﹤0.01% 480
2021
Q2 		$18K Buy
111
+20
+22% +$3.31K ﹤0.01% 403
2021
Q1 		$14K Hold
91
– – ﹤0.01% 431
2020
Q4 		$14K Buy
91
+31
+52% +$4.34K ﹤0.01% 431
2020
Q3 		$7K Buy
60
+30
+100% +$3.77K ﹤0.01% 480
2020
Q2 		$4K Buy
+30
New +$3.48K ﹤0.01% 521

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Ameritrade Investment Management's CB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Chubb (CB) in Q3 2023, closing a stake of 88 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in CB in Q2 2020 and held it in 13 quarters. The position peaked at $85K in Q1 2022. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 88 Chubb shares in Q3 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in Chubb in Q2 2020 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Chubb position peaked at $85K in Q1 2022.
  • 1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.