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Concord Wealth Partners’s Hubbell HUBB Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-9
Closed -$2K – 583
2022
Q2 		$2K Sell
9
-174
-95% -$32.8K ﹤0.01% 1025
2022
Q1 		$34K Buy
183
+16
+10% +$3K 0.01% 506
2021
Q4 		$35K Buy
167
+106
+174% +$21.2K 0.01% 521
2021
Q3 		$11K Sell
61
-99
-62% -$19.3K ﹤0.01% 455
2021
Q2 		$30K Sell
160
-19
-11% -$3.59K 0.01% 427
2021
Q1 		$33K Buy
+179
New +$30.9K 0.01% 401

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's HUBB Position: Q3 2022 in Review

Concord Wealth Partners sold out of Hubbell (HUBB) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in HUBB in Q1 2021 and held it in 6 quarters. The position peaked at $35K in Q4 2021. 498 funds tracked by Wall St. Rank hold HUBB as of Q3 2022.

  • Concord Wealth Partners reported no remaining Hubbell position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Hubbell shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Hubbell in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Hubbell position peaked at $35K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Hubbell as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.