Avior Wealth Management’s HUB Group HUBG Stock Holding History

Avior 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	-456	Closed	-$19.7K	–	2927
2024 Q1	$19.7K	Buy	+456	New	+$20K	﹤0.01%	1608

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Avior Wealth Management sold out of HUB Group (HUBG) in Q2 2024, closing a stake of 456 shares — an estimated $19.7K sold.

Avior Wealth Management first reported a position in HUBG in Q1 2024 and held it in 1 quarter. The position peaked at $19.7K in Q1 2024. 260 funds tracked by Wall St. Rank hold HUBG as of Q2 2024.

Avior Wealth Management reported no remaining HUB Group position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 456 HUB Group shares in Q2 2024, an estimated $19.7K.
Avior Wealth Management first reported a position in HUB Group in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's HUB Group position peaked at $19.7K in Q1 2024.
260 funds tracked by Wall St. Rank held HUB Group as of Q2 2024.

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