Beacon Harbor Wealth Advisors’s HUB Group HUBG Stock Holding History

Beacon Harbor 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
2022 Q2	$4.02M	Buy	+113,344	New	+$3.97M	1.42%	39

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Beacon Harbor Wealth Advisors's HUBG Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors opened a new position in HUB Group (HUBG) in Q2 2022: 113,344 shares worth $4.02M. The stake represents 1.42% of the portfolio and ranks #39 among its holdings.

246 funds tracked by Wall St. Rank hold HUBG as of Q2 2022.

Beacon Harbor Wealth Advisors held 113,344 shares of HUB Group worth $4.02M as of Q2 2022.
HUB Group was a new Beacon Harbor Wealth Advisors position in Q2 2022.
HUB Group made up 1.42% of Beacon Harbor Wealth Advisors's portfolio in Q2 2022, its #39 holding.
246 funds tracked by Wall St. Rank held HUB Group as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.