SWS
HUBB icon

SYSTM Wealth Solutions’s Hubbell HUBB Stock Holding History

SYSTM Wealth Solutions’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
-35
Closed -$12.8K – 336
2024
Q2 		$12.8K Hold
35
– – ﹤0.01% 442
2024
Q1 		$14.5K Hold
35
– – ﹤0.01% 739
2023
Q4 		$11.5K Buy
+35
New +$10.5K ﹤0.01% 811

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's HUBB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Hubbell (HUBB) in Q3 2024, closing a stake of 35 shares — an estimated $12.8K sold.

SYSTM Wealth Solutions first reported a position in HUBB in Q4 2023 and held it in 3 quarters. The position peaked at $14.5K in Q1 2024. 796 funds tracked by Wall St. Rank hold HUBB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Hubbell position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 35 Hubbell shares in Q3 2024, an estimated $12.8K.
  • SYSTM Wealth Solutions first reported a position in Hubbell in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Hubbell position peaked at $14.5K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held Hubbell as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.