Widmann Financial Services’s Chubb CB Stock Holding History

Widmann Financial Services’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	–	Sell	-24	Closed	-$4K	–	141
2021 Q4	$4K	Buy	+24	New	+$4.51K	﹤0.01%	361

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Widmann Financial Services's CB Position: Q1 2022 in Review

Widmann Financial Services sold out of Chubb (CB) in Q1 2022, closing a stake of 24 shares — an estimated $4K sold.

Widmann Financial Services first reported a position in CB in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

Widmann Financial Services reported no remaining Chubb position as of Q1 2022 after selling out during the quarter.
Widmann Financial Services sold 24 Chubb shares in Q1 2022, an estimated $4K.
Widmann Financial Services first reported a position in Chubb in Q4 2021 and held it in 1 quarter.
Widmann Financial Services's Chubb position peaked at $4K in Q4 2021.
1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.