TIAM2
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Tru Independence Asset Management 2’s Chubb CB Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-6
Closed -$1K – 153
2020
Q4 		$1K Buy
+6
New +$841 ﹤0.01% 420

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tru Independence Asset Management 2's CB Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Chubb (CB) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Tru Independence Asset Management 2 first reported a position in CB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 6 Chubb shares in Q1 2021, an estimated $1K.
  • Tru Independence Asset Management 2 first reported a position in Chubb in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Chubb position peaked at $1K in Q4 2020.
  • 1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.