Wealthcare Capital Management’s Chubb CB Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-22	Closed	-$3K	–	169
2021 Q1	$3K	Buy	+22	New	+$3.54K	﹤0.01%	466
2020 Q2	–	Sell	-26	Closed	-$3K	–	79
2020 Q1	$3K	Sell	26 -14	-35%	-$2.01K	﹤0.01%	200
2019 Q4	$6K	Buy	+40	New	+$6.12K	﹤0.01%	229
2015 Q3	–	Sell	-156	Closed	–	–	263
2015 Q2	$0	Sell	156 -290	-65%	-$31.2K	﹤0.01%	455
2015 Q1	$50K	Buy	+446	New	+$50.1K	0.01%	249

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Capital Management's CB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Chubb (CB) in Q2 2021, closing a stake of 22 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CB in Q1 2015 and held it in 5 quarters. The position peaked at $50K in Q1 2015. 1,209 funds tracked by Wall St. Rank hold CB as of Q2 2021.

Wealthcare Capital Management reported no remaining Chubb position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 22 Chubb shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in Chubb in Q1 2015 and held it in 5 quarters.
Wealthcare Capital Management's Chubb position peaked at $50K in Q1 2015.
1,209 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.