AWM
HUBS icon

Avitas Wealth Management’s HubSpot HUBS Stock Holding History

Avitas 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
Q4 		$1.42M Buy
2,038
+17
+0.8% +$10.9K 0.2% 112
2024
Q3 		$1.07M Buy
2,021
+481
+31% +$242K 0.15% 139
2024
Q2 		$908K Sell
1,540
-11
-0.7% -$6.75K 0.13% 144
2024
Q1 		$972K Buy
1,551
+31
+2% +$18.6K 0.15% 142
2023
Q4 		$882K Buy
1,520
+41
+3% +$19.7K 0.15% 137
2023
Q3 		$728K Buy
+1,479
New +$773K 0.14% 142

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

Avitas Wealth Management's HUBS Position: Q4 2024 in Review

Avitas Wealth Management increased its HubSpot (HUBS) stake by 0.84% in Q4 2024, buying an estimated $10.9K and bringing the position to 2,038 shares worth $1.42M. The position accounts for 0.2% of the portfolio, ranked #112.

Avitas Wealth Management first reported a position in HUBS in Q3 2023 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Avitas Wealth Management held 2,038 shares of HubSpot worth $1.42M as of Q4 2024.
  • Avitas Wealth Management bought 17 HubSpot shares in Q4 2024, an estimated $10.9K.
  • HubSpot made up 0.2% of Avitas Wealth Management's portfolio in Q4 2024, its #112 holding.
  • Avitas Wealth Management first reported a position in HubSpot in Q3 2023 and has held it in 6 quarters since.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.