Arkadios Wealth Advisors’s HUB Group HUBG Stock Holding History

Arkadios Wealth Advisors’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 Q3	–	Sell	-8,457	Closed	-$364K	–	951
2024 Q2	$364K	Buy	+8,457	New	+$357K	0.02%	569

Other funds holding HUBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arkadios Wealth Advisors's HUBG Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of HUB Group (HUBG) in Q3 2024, closing a stake of 8,457 shares — an estimated $364K sold.

Arkadios Wealth Advisors first reported a position in HUBG in Q2 2024 and held it in 1 quarter. The position peaked at $364K in Q2 2024. 276 funds tracked by Wall St. Rank hold HUBG as of Q3 2024.

Arkadios Wealth Advisors reported no remaining HUB Group position as of Q3 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,457 HUB Group shares in Q3 2024, an estimated $364K.
Arkadios Wealth Advisors first reported a position in HUB Group in Q2 2024 and held it in 1 quarter.
Arkadios Wealth Advisors's HUB Group position peaked at $364K in Q2 2024.
276 funds tracked by Wall St. Rank held HUB Group as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.