Vontobel Swiss Wealth Advisors’s Chubb CB Stock Holding History

Vontobel Swiss 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	-10,000	Closed	-$1.54M	–	71
2020 Q4	$1.54M	Buy	10,000 +4,800	+92%	+$673K	0.88%	26
2020 Q3	$604K	Sell	5,200 -4,800	-48%	-$603K	0.42%	39
2020 Q2	$1.27M	Hold	10,000	–	–	0.83%	33
2020 Q1	$1.12M	Hold	10,000	–	–	0.85%	35
2019 Q4	$1.56M	Hold	10,000	–	–	1.02%	33
2019 Q3	$1.61M	Hold	10,000	–	–	1.04%	35
2019 Q2	$1.47M	Buy	+10,000	New	+$1.44M	0.79%	45

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

Vontobel Swiss Wealth Advisors's CB Position: Q1 2021 in Review

Vontobel Swiss Wealth Advisors sold out of Chubb (CB) in Q1 2021, closing a stake of 10,000 shares — an estimated $1.54M sold.

Vontobel Swiss Wealth Advisors first reported a position in CB in Q2 2019 and held it in 7 quarters. The position peaked at $1.61M in Q3 2019. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Vontobel Swiss Wealth Advisors reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 10,000 Chubb shares in Q1 2021, an estimated $1.54M.
Vontobel Swiss Wealth Advisors first reported a position in Chubb in Q2 2019 and held it in 7 quarters.
Vontobel Swiss Wealth Advisors's Chubb position peaked at $1.61M in Q3 2019.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.