Wagner Wealth Management (South Carolina)’s Chubb CB Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-82	Closed	-$15K	–	307
2022 Q3	$15K	Hold	82	–	–	0.01%	357
2022 Q2	$16K	Buy	+82	New	+$16.9K	0.01%	357
2022 Q1	–	Sell	-82	Closed	-$16K	–	276
2021 Q4	$16K	Buy	82 +28	+52%	+$5.26K	0.01%	424
2021 Q3	$11K	Buy	+54	New	+$9.47K	0.01%	451
2018 Q2	–	Sell	-96	Closed	-$13K	–	677
2018 Q1	$13K	Hold	96	–	–	0.01%	337
2017 Q4	$14K	Buy	+96	New	+$14.3K	0.01%	354

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

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

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

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

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

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

Wagner Wealth Management (South Carolina)'s CB Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Chubb (CB) in Q4 2022, closing a stake of 82 shares — an estimated $15K sold.

Wagner Wealth Management (South Carolina) first reported a position in CB in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q2 2022. 1,480 funds tracked by Wall St. Rank hold CB as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 82 Chubb shares in Q4 2022, an estimated $15K.
Wagner Wealth Management (South Carolina) first reported a position in Chubb in Q4 2017 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Chubb position peaked at $16K in Q2 2022.
1,480 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.