SWA
HUBB icon

Sutton Wealth Advisors’s Hubbell HUBB Stock Holding History

Sutton 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
2023
Q1 		– Sell
-7
Closed -$1.64K – 1151
2022
Q4 		$1.64K Hold
7
– – ﹤0.01% 1236
2022
Q3 		$1.56K Buy
7
+4
+133% +$840 ﹤0.01% 1216
2022
Q2 		$536 Hold
3
– – ﹤0.01% 1438
2022
Q1 		$551 Sell
3
-2
-40% -$375 ﹤0.01% 1470
2021
Q4 		$1.04K Buy
+5
New +$1K ﹤0.01% 1321

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's HUBB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hubbell (HUBB) in Q1 2023, closing a stake of 7 shares — an estimated $1.64K sold.

Sutton Wealth Advisors first reported a position in HUBB in Q4 2021 and held it in 5 quarters. The position peaked at $1.64K in Q4 2022. 581 funds tracked by Wall St. Rank hold HUBB as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Hubbell position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 7 Hubbell shares in Q1 2023, an estimated $1.64K.
  • Sutton Wealth Advisors first reported a position in Hubbell in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Hubbell position peaked at $1.64K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Hubbell as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.