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WealthPLAN Partners’s Chubb CB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-59
Closed -$11.4K – 427
2023
Q2 		$11.4K Hold
59
– – ﹤0.01% 773
2023
Q1 		$11.5K Buy
+59
New +$12.4K ﹤0.01% 829
2016
Q3 		$59.8K Sell
486
-462
-49% -$58.6K 0.02% 305
2016
Q2 		$62K Buy
+948
New +$117K 0.01% 811

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's CB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Chubb (CB) in Q3 2023, closing a stake of 59 shares — an estimated $11.4K sold.

WealthPLAN Partners first reported a position in CB in Q2 2016 and held it in 4 quarters. The position peaked at $62K in Q2 2016. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 59 Chubb shares in Q3 2023, an estimated $11.4K.
  • WealthPLAN Partners first reported a position in Chubb in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Chubb position peaked at $62K in Q2 2016.
  • 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.