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Spire Wealth Management’s HUB Group HUBG Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-30
Closed -$1K – 2529
2022
Q4 		$1K Buy
+30
New +$1.17K ﹤0.01% 2194
2021
Q4 		– Sell
-580
Closed -$20K – 2955
2021
Q3 		$20K Hold
580
– – ﹤0.01% 1854
2021
Q2 		$19K Buy
+580
New +$19.8K ﹤0.01% 1887

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's HUBG Position: Q1 2023 in Review

Spire Wealth Management sold out of HUB Group (HUBG) in Q1 2023, closing a stake of 30 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in HUBG in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 264 funds tracked by Wall St. Rank hold HUBG as of Q1 2023.

  • Spire Wealth Management reported no remaining HUB Group position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 30 HUB Group shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in HUB Group in Q2 2021 and held it in 3 quarters.
  • Spire Wealth Management's HUB Group position peaked at $20K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held HUB Group as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.