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Teamwork Financial Advisors’s Chubb CB Stock Holding History

Teamwork Financial Advisors’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
Q1 		– Sell
-1,463
Closed -$323K – 189
2022
Q4 		$323K Sell
1,463
-3,220
-69% -$670K 0.07% 154
2022
Q3 		$852K Sell
4,683
-19,467
-81% -$3.7M 0.18% 82
2022
Q2 		$4.75M Buy
24,150
+4,366
+22% +$899K 1.04% 16
2022
Q1 		$4.23M Buy
+19,784
New +$4.02M 0.79% 16

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teamwork Financial Advisors's CB Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of Chubb (CB) in Q1 2023, closing a stake of 1,463 shares — an estimated $323K sold.

Teamwork Financial Advisors first reported a position in CB in Q1 2022 and held it in 4 quarters. The position peaked at $4.75M in Q2 2022. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Teamwork Financial Advisors reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,463 Chubb shares in Q1 2023, an estimated $323K.
  • Teamwork Financial Advisors first reported a position in Chubb in Q1 2022 and held it in 4 quarters.
  • Teamwork Financial Advisors's Chubb position peaked at $4.75M in Q2 2022.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.