TCI Wealth Advisors’s HUB Group HUBG Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-378	Closed	-$15.9K	–	1109
2023 Q1	$15.9K	Hold	378	–	–	﹤0.01%	826
2022 Q4	$15K	Hold	378	–	–	﹤0.01%	833
2022 Q3	$13K	Buy	378 +6	+2%	+$229	﹤0.01%	866
2022 Q2	$13K	Sell	372 -34	-8%	-$1.19K	﹤0.01%	853
2022 Q1	$16K	Buy	406 +34	+9%	+$1.36K	﹤0.01%	797
2021 Q4	$16K	Hold	372	–	–	﹤0.01%	821
2021 Q3	$13K	Buy	372 +178	+92%	+$5.98K	﹤0.01%	918
2021 Q2	$6K	Hold	194	–	–	﹤0.01%	1318
2021 Q1	$7K	Buy	194 +86	+80%	+$2.58K	﹤0.01%	1054
2020 Q4	$3K	Sell	108 -30	-22%	-$812	﹤0.01%	1096
2020 Q3	$3K	Hold	138	–	–	﹤0.01%	955
2020 Q2	$3K	Hold	138	–	–	﹤0.01%	904
2020 Q1	$3K	Buy	138 +108	+360%	+$2.71K	﹤0.01%	872
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1351
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1301
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	1213
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1229
2018 Q4	$1K	Buy	+30	New	+$643	﹤0.01%	1224

Other funds holding HUBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCI Wealth Advisors's HUBG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of HUB Group (HUBG) in Q2 2023, closing a stake of 378 shares — an estimated $15.9K sold.

TCI Wealth Advisors first reported a position in HUBG in Q4 2018 and held it in 18 quarters. The position peaked at $16K in Q1 2022. 254 funds tracked by Wall St. Rank hold HUBG as of Q2 2023.

TCI Wealth Advisors reported no remaining HUB Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 378 HUB Group shares in Q2 2023, an estimated $15.9K.
TCI Wealth Advisors first reported a position in HUB Group in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's HUB Group position peaked at $16K in Q1 2022.
254 funds tracked by Wall St. Rank held HUB Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.