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Abound Wealth Management’s HUB Group HUBG Stock Holding History

Abound Wealth Management’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$433 – 1234
2024
Q1 		$433 Hold
10
– – ﹤0.01% 945
2023
Q4 		$460 Hold
10
– – ﹤0.01% 950
2023
Q3 		$393 Hold
10
– – ﹤0.01% 894
2023
Q2 		$402 Buy
+10
New +$387 ﹤0.01% 930

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Abound Wealth Management's HUBG Position: Q2 2024 in Review

Abound Wealth Management sold out of HUB Group (HUBG) in Q2 2024, closing a stake of 10 shares — an estimated $433 sold.

Abound Wealth Management first reported a position in HUBG in Q2 2023 and held it in 4 quarters. The position peaked at $460 in Q4 2023. 260 funds tracked by Wall St. Rank hold HUBG as of Q2 2024.

  • Abound Wealth Management reported no remaining HUB Group position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 HUB Group shares in Q2 2024, an estimated $433.
  • Abound Wealth Management first reported a position in HUB Group in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's HUB Group position peaked at $460 in Q4 2023.
  • 260 funds tracked by Wall St. Rank held HUB Group as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.