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B. Riley Wealth Advisors’s HubSpot HUBS Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-622
Closed -$329K – 1203
2024
Q3 		$329K Sell
622
-43
-6% -$21.6K 0.01% 908
2024
Q2 		$392K Sell
665
-427
-39% -$262K 0.01% 916
2024
Q1 		$538K Buy
1,092
+294
+37% +$177K 0.01% 757
2023
Q4 		$463K Sell
798
-294
-27% -$141K 0.01% 851
2023
Q3 		$538K Sell
1,092
-838
-43% -$438K 0.01% 757
2023
Q2 		$1.03M Buy
1,930
+85
+5% +$39.8K 0.02% 556
2023
Q1 		$791K Buy
1,845
+702
+61% +$256K 0.02% 622
2022
Q4 		$330K Buy
1,143
+214
+23% +$60.7K 0.01% 995
2022
Q3 		$251K Buy
+929
New +$295K 0.01% 1112

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

B. Riley Wealth Advisors's HUBS Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 622 shares — an estimated $329K sold.

B. Riley Wealth Advisors first reported a position in HUBS in Q3 2022 and held it in 9 quarters. The position peaked at $1.03M in Q2 2023. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 622 HubSpot shares in Q4 2024, an estimated $329K.
  • B. Riley Wealth Advisors first reported a position in HubSpot in Q3 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's HubSpot position peaked at $1.03M in Q2 2023.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.