TRUE Private Wealth Advisors’s Chubb CB Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-157	Closed	-$24K	–	300
2020 Q4	$24K	Sell	157 -12	-7%	-$1.68K	﹤0.01%	424
2020 Q3	$19K	Sell	169 -13	-7%	-$1.63K	﹤0.01%	417
2020 Q2	$23K	Sell	182 -2,734	-94%	-$317K	﹤0.01%	401
2020 Q1	$328K	Sell	2,916 -462	-14%	-$66.3K	0.07%	124
2019 Q4	$528K	Sell	3,378 -58	-2%	-$8.88K	0.08%	132
2019 Q3	$557K	Buy	3,436 +621	+22%	+$96.1K	0.1%	117
2019 Q2	$414K	Buy	2,815 +1,367	+94%	+$197K	0.07%	132
2019 Q1	$202K	Sell	1,448 -156	-10%	-$20.8K	0.04%	196
2018 Q4	$208K	Buy	1,604 +1,046	+187%	+$135K	0.04%	219
2018 Q3	$75K	Sell	558 -2,230	-80%	-$302K	0.01%	402
2018 Q2	$356K	Buy	2,788 +316	+13%	+$42K	0.06%	195
2018 Q1	$339K	Buy	2,472 +66	+3%	+$9.56K	0.06%	172
2017 Q4	$353K	Buy	+2,406	New	+$359K	0.06%	168

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUE Private Wealth Advisors's CB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Chubb (CB) in Q1 2021, closing a stake of 157 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in CB in Q4 2017 and held it in 13 quarters. The position peaked at $557K in Q3 2019. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 157 Chubb shares in Q1 2021, an estimated $24K.
TRUE Private Wealth Advisors first reported a position in Chubb in Q4 2017 and held it in 13 quarters.
TRUE Private Wealth Advisors's Chubb position peaked at $557K in Q3 2019.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.