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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 – 175
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's CB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Chubb (CB) in Q2 2024, closing a stake of 131 shares — an estimated $33.9K sold.

TFO Wealth Partners first reported a position in CB in Q3 2020 and held it in 8 quarters. The position peaked at $33.9K in Q1 2024. 1,708 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 131 Chubb shares in Q2 2024, an estimated $33.9K.
  • TFO Wealth Partners first reported a position in Chubb in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's Chubb position peaked at $33.9K in Q1 2024.
  • 1,708 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.