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Ten Capital Wealth Advisors’s Chubb CB Stock Holding History

Ten Capital Wealth 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
Q2 		– Sell
-37
Closed -$7.18K – 233
2023
Q1 		$7.18K Sell
37
-14
-27% -$2.94K ﹤0.01% 394
2022
Q4 		$11.3K Hold
51
– – ﹤0.01% 297
2022
Q3 		$9K Buy
+51
New +$9.69K ﹤0.01% 310

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ten Capital Wealth Advisors's CB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Chubb (CB) in Q2 2023, closing a stake of 37 shares — an estimated $7.18K sold.

Ten Capital Wealth Advisors first reported a position in CB in Q3 2022 and held it in 3 quarters. The position peaked at $11.3K in Q4 2022. 1,478 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 37 Chubb shares in Q2 2023, an estimated $7.18K.
  • Ten Capital Wealth Advisors first reported a position in Chubb in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Chubb position peaked at $11.3K in Q4 2022.
  • 1,478 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.