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Forefront Wealth Management’s HUB Group HUBG Stock Holding History

Forefront 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
2023
Q3 		$1.15M Buy
29,244
+138
+0.5% +$5.66K 1.61% 21
2023
Q2 		$1.17M Sell
29,106
-308
-1% -$11.9K 1.54% 25
2023
Q1 		$1.23M Buy
+29,414
New +$1.28M 1.61% 22

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Forefront Wealth Management's HUBG Position: Q3 2023 in Review

Forefront Wealth Management increased its HUB Group (HUBG) stake by 0.47% in Q3 2023, buying an estimated $5.66K and bringing the position to 29,244 shares worth $1.15M. The position accounts for 1.61% of the portfolio, ranked #21.

Forefront Wealth Management first reported a position in HUBG in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2023. 249 funds tracked by Wall St. Rank hold HUBG as of Q3 2023.

  • Forefront Wealth Management held 29,244 shares of HUB Group worth $1.15M as of Q3 2023.
  • Forefront Wealth Management bought 138 HUB Group shares in Q3 2023, an estimated $5.66K.
  • HUB Group made up 1.61% of Forefront Wealth Management's portfolio in Q3 2023, its #21 holding.
  • Forefront Wealth Management first reported a position in HUB Group in Q1 2023 and has held it in 3 quarters since.
  • Forefront Wealth Management's HUB Group position peaked at $1.23M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held HUB Group as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.