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Prospera Financial Services’s Hubbell HUBB Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-799
Closed -$263K – 1115
2023
Q4 		$263K Sell
799
-57
-7% -$17.1K 0.01% 898
2023
Q3 		$268K Sell
856
-21
-2% -$6.69K 0.01% 844
2023
Q2 		$291K Buy
+877
New +$243K 0.01% 810
2022
Q3 		– Sell
-40
Closed -$7K – 1179
2022
Q2 		$7K Buy
40
+6
+18% +$1.13K ﹤0.01% 1410
2022
Q1 		$6K Buy
+34
New +$6.38K ﹤0.01% 2211

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's HUBB Position: Q1 2024 in Review

Prospera Financial Services sold out of Hubbell (HUBB) in Q1 2024, closing a stake of 799 shares — an estimated $263K sold.

Prospera Financial Services first reported a position in HUBB in Q1 2022 and held it in 5 quarters. The position peaked at $291K in Q2 2023. 783 funds tracked by Wall St. Rank hold HUBB as of Q1 2024.

  • Prospera Financial Services reported no remaining Hubbell position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 799 Hubbell shares in Q1 2024, an estimated $263K.
  • Prospera Financial Services first reported a position in Hubbell in Q1 2022 and held it in 5 quarters.
  • Prospera Financial Services's Hubbell position peaked at $291K in Q2 2023.
  • 783 funds tracked by Wall St. Rank held Hubbell as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.