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Kingswood Wealth Advisors’s Hubbell HUBB Stock Holding History

Kingswood Wealth Advisors’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
2024
Q3 		– Sell
-683
Closed -$250K – 705
2024
Q2 		$250K Buy
683
+13
+2% +$5.1K 0.02% 579
2024
Q1 		$278K Buy
670
+14
+2% +$5.07K 0.03% 503
2023
Q4 		$216K Buy
+656
New +$197K 0.02% 562

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's HUBB Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Hubbell (HUBB) in Q3 2024, closing a stake of 683 shares — an estimated $250K sold.

Kingswood Wealth Advisors first reported a position in HUBB in Q4 2023 and held it in 3 quarters. The position peaked at $278K in Q1 2024. 798 funds tracked by Wall St. Rank hold HUBB as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Hubbell position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 683 Hubbell shares in Q3 2024, an estimated $250K.
  • Kingswood Wealth Advisors first reported a position in Hubbell in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Hubbell position peaked at $278K in Q1 2024.
  • 798 funds tracked by Wall St. Rank held Hubbell as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.