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WIA
Wealthstreet Investment Advisors’s
Hubbell
HUBB
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-2,450
Closed
-$458K
–
196
2021
Q1
$458K
Hold
2,450
–
–
0.04%
254
2020
Q4
$384K
Hold
2,450
–
–
0.04%
270
2020
Q3
$335K
Hold
2,450
–
–
0.04%
269
2020
Q2
$307K
Hold
2,450
–
–
0.04%
267
2020
Q1
$281K
Hold
2,450
–
–
0.04%
251
2019
Q4
$362K
Hold
2,450
–
–
0.04%
267
2019
Q3
$348K
Sell
2,450
-1,500
-38%
-$193K
0.04%
260
2019
Q2
$515K
Sell
3,950
-990
-20%
-$122K
0.07%
220
2019
Q1
$583K
Buy
4,940
+150
+3%
+$17K
0.08%
198
2018
Q4
$506K
Sell
4,790
-1,800
-27%
-$197K
0.07%
212
2018
Q3
$880K
Sell
6,590
-40
-0.6%
-$4.91K
0.11%
168
2018
Q2
$701K
Sell
6,630
-75
-1%
-$8.3K
0.09%
195
2018
Q1
$817K
Buy
6,705
+100
+2%
+$13.2K
0.1%
176
2017
Q4
$894K
Buy
+6,605
New
+$824K
0.11%
166
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1-Year Est. Return
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1-Year Est. Return
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$865B AUM
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1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Impax Asset Management Group
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$14.3B AUM
19.8%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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