Wealthstreet Investment Advisors’s Chubb CB Stock Holding History

Wealthstreet Investment 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
2022 Q1	$10K	Hold	49	–	–	0.27%	56
2021 Q4	$9K	Hold	49	–	–	0.22%	57
2021 Q3	$9K	Hold	49	–	–	0.25%	56
2021 Q2	$8K	Sell	49 -1,425	-97%	-$236K	0.04%	83
2021 Q1	$233K	Hold	1,474	–	–	0.02%	334
2020 Q4	$227K	Buy	+1,474	New	+$207K	0.02%	329
2020 Q1	–	Sell	-1,474	Closed	-$230K	–	310
2019 Q4	$230K	Hold	1,474	–	–	0.03%	318
2019 Q3	$219K	Hold	1,474	–	–	0.03%	314
2019 Q2	$217K	Sell	1,474 -150	-9%	-$21.7K	0.03%	323
2019 Q1	$228K	Sell	1,624 -26	-2%	-$3.46K	0.03%	307
2018 Q4	$218K	Sell	1,650 -461	-22%	-$59.6K	0.03%	304
2018 Q3	$282K	Hold	2,111	–	–	0.03%	298
2018 Q2	$268K	Hold	2,111	–	–	0.04%	299
2018 Q1	$288K	Buy	2,111 +411	+24%	+$59.5K	0.04%	286
2017 Q4	$248K	Buy	+1,700	New	+$254K	0.03%	300

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Wealthstreet Investment Advisors's CB Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Chubb (CB) position steady in Q1 2022 at 49 shares worth $10K. The position accounts for 0.27% of the portfolio, ranked #56.

Wealthstreet Investment Advisors first reported a position in CB in Q4 2017 and has held it in 15 quarters since. The position peaked at $288K in Q1 2018. 1,393 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Wealthstreet Investment Advisors held 49 shares of Chubb worth $10K as of Q1 2022.
Wealthstreet Investment Advisors left its Chubb share count unchanged in Q1 2022.
Chubb made up 0.27% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #56 holding.
Wealthstreet Investment Advisors first reported a position in Chubb in Q4 2017 and has held it in 15 quarters since.
Wealthstreet Investment Advisors's Chubb position peaked at $288K in Q1 2018.
1,393 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.