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Independent Solutions Wealth Management’s Hubbell HUBB Stock Holding History

Independent Solutions 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
2023
Q4 		– Sell
-808
Closed -$253K – 184
2023
Q3 		$253K Hold
808
– – 0.07% 171
2023
Q2 		$268K Sell
808
-31
-4% -$8.58K 0.07% 183
2023
Q1 		$204K Buy
+839
New +$201K 0.06% 203

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Solutions Wealth Management's HUBB Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Hubbell (HUBB) in Q4 2023, closing a stake of 808 shares — an estimated $253K sold.

Independent Solutions Wealth Management first reported a position in HUBB in Q1 2023 and held it in 3 quarters. The position peaked at $268K in Q2 2023. 728 funds tracked by Wall St. Rank hold HUBB as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Hubbell position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 808 Hubbell shares in Q4 2023, an estimated $253K.
  • Independent Solutions Wealth Management first reported a position in Hubbell in Q1 2023 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Hubbell position peaked at $268K in Q2 2023.
  • 728 funds tracked by Wall St. Rank held Hubbell as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.