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Alta Advisers’s HubSpot HUBS Stock Holding History

Alta Advisers’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
Q4 		– Sell
-200
Closed -$106K – 279
2024
Q3 		$106K Hold
200
– – 0.05% 284
2024
Q2 		$118K Buy
200
+100
+100% +$61.3K 0.06% 220
2024
Q1 		$62.7K Hold
100
– – 0.03% 363
2023
Q4 		$58.1K Hold
100
– – 0.03% 364
2023
Q3 		$49.3K Buy
+100
New +$52.2K 0.03% 378

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Alta Advisers's HUBS Position: Q4 2024 in Review

Alta Advisers sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 200 shares — an estimated $106K sold.

Alta Advisers first reported a position in HUBS in Q3 2023 and held it in 5 quarters. The position peaked at $118K in Q2 2024. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Alta Advisers reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 200 HubSpot shares in Q4 2024, an estimated $106K.
  • Alta Advisers first reported a position in HubSpot in Q3 2023 and held it in 5 quarters.
  • Alta Advisers's HubSpot position peaked at $118K in Q2 2024.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.