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Global Wealth Strategies & Associates’s HUB Group HUBG Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-36
Closed -$1.51K – 339
2023
Q1 		$1.51K Hold
36
– – ﹤0.01% 281
2022
Q4 		$1.43K Buy
+36
New +$1.41K ﹤0.01% 287

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

Global Wealth Strategies & Associates's HUBG Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of HUB Group (HUBG) in Q2 2023, closing a stake of 36 shares — an estimated $1.51K sold.

Global Wealth Strategies & Associates first reported a position in HUBG in Q4 2022 and held it in 2 quarters. The position peaked at $1.51K in Q1 2023. 254 funds tracked by Wall St. Rank hold HUBG as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining HUB Group position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 36 HUB Group shares in Q2 2023, an estimated $1.51K.
  • Global Wealth Strategies & Associates first reported a position in HUB Group in Q4 2022 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's HUB Group position peaked at $1.51K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held HUB Group as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.