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Wealthspire Advisors (Maryland)’s Chubb CB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-2,085
Closed -$233K – 450
2020
Q1 		$233K Sell
2,085
-454
-18% -$65.1K 0.02% 353
2019
Q4 		$395K Sell
2,539
-1,140
-31% -$174K 0.03% 315
2019
Q3 		$594K Buy
3,679
+1,156
+46% +$179K 0.04% 229
2019
Q2 		$372K Sell
2,523
-459
-15% -$66.3K 0.03% 306
2019
Q1 		$418K Sell
2,982
-18
-0.6% -$2.39K 0.03% 286
2018
Q4 		$388K Sell
3,000
-128
-4% -$16.5K 0.03% 268
2018
Q3 		$418K Sell
3,128
-1,564
-33% -$212K 0.03% 282
2018
Q2 		$596K Sell
4,692
-294
-6% -$39.1K 0.05% 204
2018
Q1 		$682K Sell
4,986
-1,027
-17% -$149K 0.06% 191
2017
Q4 		$879K Buy
6,013
+354
+6% +$52.9K 0.09% 151
2017
Q3 		$807K Buy
5,659
+1,007
+22% +$146K 0.09% 149
2017
Q2 		$676K Buy
4,652
+58
+1% +$8.16K 0.08% 168
2017
Q1 		$626K Buy
4,594
+341
+8% +$45.9K 0.09% 150
2016
Q4 		$562K Buy
4,253
+1,474
+53% +$188K 0.08% 158
2016
Q3 		$349K Sell
2,779
-115
-4% -$14.6K 0.05% 232
2016
Q2 		$378K Buy
2,894
+638
+28% +$78.6K 0.06% 206
2016
Q1 		$269K Buy
2,256
+1,810
+406% +$208K 0.05% 279
2015
Q4 		$52K Buy
+446
New +$50.5K 0.01% 702

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CB Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Chubb (CB) in Q2 2020, closing a stake of 2,085 shares — an estimated $233K sold.

Wealthspire Advisors (Maryland) first reported a position in CB in Q4 2015 and held it in 18 quarters. The position peaked at $879K in Q4 2017. 1,069 funds tracked by Wall St. Rank hold CB as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Chubb position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,085 Chubb shares in Q2 2020, an estimated $233K.
  • Wealthspire Advisors (Maryland) first reported a position in Chubb in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Chubb position peaked at $879K in Q4 2017.
  • 1,069 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.