Avion Wealth’s HUB Group HUBG Stock Holding History

Avion Wealth’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 Q4	–	Sell	-11	Closed	–	–	1133
2024 Q3	$0	Buy	+11	New	+$487	﹤0.01%	1159
2023 Q4	–	Sell	-24	Closed	–	–	1195
2023 Q3	$0	Buy	+24	New	+$985	﹤0.01%	982
2023 Q2	–	Sell	-12	Closed	–	–	868
2023 Q1	$0	Buy	+12	New	+$523	﹤0.01%	642

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

Avion Wealth's HUBG Position: Q4 2024 in Review

Avion Wealth sold out of HUB Group (HUBG) in Q4 2024, closing a stake of 11 shares.

Avion Wealth first reported a position in HUBG in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 272 funds tracked by Wall St. Rank hold HUBG as of Q4 2024.

Avion Wealth reported no remaining HUB Group position as of Q4 2024 after selling out during the quarter.
Avion Wealth sold 11 HUB Group shares in Q4 2024.
Avion Wealth first reported a position in HUB Group in Q1 2023 and held it in 3 quarters.
Avion Wealth's HUB Group position peaked at $0 in Q3 2024.
272 funds tracked by Wall St. Rank held HUB Group as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.