TFO Wealth Partners’s Chubb CB Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-131	Closed	-$33.9K	–	176
2024 Q1	$33.9K	Hold	131	–	–	0.01%	65
2023 Q4	$29.6K	Sell	131 -4	-3%	-$875	0.01%	69
2023 Q3	$26K	Buy	135 +4	+3%	+$809	0.01%	130
2023 Q2	$25.2K	Hold	131	–	–	0.01%	122
2023 Q1	$25.4K	Buy	131 +129	+6,450%	+$27.1K	0.01%	86
2022 Q4	$489	Buy	+2	New	+$416	﹤0.01%	481
2022 Q3	–	Sell	-47	Closed	-$9K	–	187
2022 Q2	$9K	Buy	+47	New	+$9.68K	﹤0.01%	135
2020 Q4	–	Sell	-21	Closed	-$2K	–	91
2020 Q3	$2K	Buy	+21	New	+$2.64K	﹤0.01%	133

Other funds holding CB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services

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

Geode Capital Management

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