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BKM Wealth Management’s Hubbell HUBB Stock Holding History

BKM Wealth Management’s Portfolio HUBB Stock Details HUBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68
Closed -$22.4K – 345
2023
Q4 		$22.4K Buy
+68
New +$20.5K 0.01% 363

Other funds holding HUBB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BKM Wealth Management's HUBB Position: Q1 2024 in Review

BKM Wealth Management sold out of Hubbell (HUBB) in Q1 2024, closing a stake of 68 shares — an estimated $22.4K sold.

BKM Wealth Management first reported a position in HUBB in Q4 2023 and held it in 1 quarter. The position peaked at $22.4K in Q4 2023. 781 funds tracked by Wall St. Rank hold HUBB as of Q1 2024.

  • BKM Wealth Management reported no remaining Hubbell position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 68 Hubbell shares in Q1 2024, an estimated $22.4K.
  • BKM Wealth Management first reported a position in Hubbell in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Hubbell position peaked at $22.4K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Hubbell as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.