Bogart Wealth LLC’s HUB Group HUBG Stock Holding History

Bogart Wealth LLC’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
2021 Q4	–	Sell	-142	Closed	-$5K	–	781
2021 Q3	$5K	Hold	142	–	–	﹤0.01%	541
2021 Q2	$5K	Buy	+142	New	+$4.84K	﹤0.01%	516

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bogart Wealth LLC's HUBG Position: Q4 2021 in Review

Bogart Wealth LLC sold out of HUB Group (HUBG) in Q4 2021, closing a stake of 142 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in HUBG in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 227 funds tracked by Wall St. Rank hold HUBG as of Q4 2021.

Bogart Wealth LLC reported no remaining HUB Group position as of Q4 2021 after selling out during the quarter.
Bogart Wealth LLC sold 142 HUB Group shares in Q4 2021, an estimated $5K.
Bogart Wealth LLC first reported a position in HUB Group in Q2 2021 and held it in 2 quarters.
Bogart Wealth LLC's HUB Group position peaked at $5K in Q3 2021.
227 funds tracked by Wall St. Rank held HUB Group as of Q4 2021.

Based on Bogart Wealth LLC's 13F filing for Q4 2021, filed 19 Jan 2022.