Able Wealth Management’s HubSpot HUBS Stock Holding History

Able Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$4.06K	–	295
2023 Q4	$4.06K	Buy	+7	New	+$3.37K	﹤0.01%	372

Other funds holding HUBS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Able Wealth Management's HUBS Position: Q1 2024 in Review

Able Wealth Management sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 7 shares — an estimated $4.06K sold.

Able Wealth Management first reported a position in HUBS in Q4 2023 and held it in 1 quarter. The position peaked at $4.06K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

Able Wealth Management reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 7 HubSpot shares in Q1 2024, an estimated $4.06K.
Able Wealth Management first reported a position in HubSpot in Q4 2023 and held it in 1 quarter.
Able Wealth Management's HubSpot position peaked at $4.06K in Q4 2023.
732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.