AWA
HUBS icon

Alta Wealth Advisors’s HubSpot HUBS Stock Holding History

Alta Wealth Advisors’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
2025
Q2 		– Sell
-730
Closed -$417K – 129
2025
Q1 		$417K Hold
730
– – 0.19% 90
2024
Q4 		$509K Sell
730
-1,231
-63% -$791K 0.22% 84
2024
Q3 		$1.04M Sell
1,961
-86
-4% -$43.2K 0.48% 50
2024
Q2 		$1.21M Buy
+2,047
New +$1.26M 0.6% 42
2022
Q2 		– Sell
-1,413
Closed -$671K – 142
2022
Q1 		$671K Sell
1,413
-528
-27% -$256K 0.4% 74
2021
Q4 		$1.28M Sell
1,941
-43
-2% -$32.5K 0.79% 33
2021
Q3 		$1.34M Sell
1,984
-106
-5% -$68.3K 0.97% 25
2021
Q2 		$1.22M Buy
2,090
+66
+3% +$34.4K 0.89% 31
2021
Q1 		$919K Sell
2,024
-219
-10% -$96.2K 0.77% 46
2020
Q4 		$889K Buy
+2,243
New +$787K 0.75% 45

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return