Peak Financial Advisors’s Hubbell HUBB Stock Holding History

Peak Financial 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 Q4	–	Sell	-7,908	Closed	-$3.39M	–	80
2024 Q3	$3.39M	Buy	+7,908	New	+$3.04M	1.74%	13

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peak Financial Advisors's HUBB Position: Q4 2024 in Review

Peak Financial Advisors sold out of Hubbell (HUBB) in Q4 2024, closing a stake of 7,908 shares — an estimated $3.39M sold.

Peak Financial Advisors first reported a position in HUBB in Q3 2024 and held it in 1 quarter. The position peaked at $3.39M in Q3 2024. 849 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

Peak Financial Advisors reported no remaining Hubbell position as of Q4 2024 after selling out during the quarter.
Peak Financial Advisors sold 7,908 Hubbell shares in Q4 2024, an estimated $3.39M.
Peak Financial Advisors first reported a position in Hubbell in Q3 2024 and held it in 1 quarter.
Peak Financial Advisors's Hubbell position peaked at $3.39M in Q3 2024.
849 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Peak Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.