WealthPLAN Partners’s Hubbell HUBB Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-70	Closed	-$23.2K	–	663
2023 Q2	$23.2K	Hold	70	–	–	﹤0.01%	650
2023 Q1	$17K	Buy	+70	New	+$16.7K	﹤0.01%	762
2015 Q4	$202	Buy	+2,000	New	+$204K	﹤0.01%	1620

Other funds holding HUBB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WealthPLAN Partners's HUBB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hubbell (HUBB) in Q3 2023, closing a stake of 70 shares — an estimated $23.2K sold.

WealthPLAN Partners first reported a position in HUBB in Q4 2015 and held it in 3 quarters. The position peaked at $23.2K in Q2 2023. 677 funds tracked by Wall St. Rank hold HUBB as of Q3 2023.

WealthPLAN Partners reported no remaining Hubbell position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 Hubbell shares in Q3 2023, an estimated $23.2K.
WealthPLAN Partners first reported a position in Hubbell in Q4 2015 and held it in 3 quarters.
WealthPLAN Partners's Hubbell position peaked at $23.2K in Q2 2023.
677 funds tracked by Wall St. Rank held Hubbell as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.