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Beacon Pointe Advisors’s HubSpot HUBS Stock Holding History

Beacon Pointe 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
-1,559
Closed -$829K – 1237
2024
Q3 		$829K Sell
1,559
-172
-10% -$86.4K 0.01% 686
2024
Q2 		$1.02M Sell
1,731
-33
-2% -$20.2K 0.01% 634
2024
Q1 		$1.11M Sell
1,764
-2
-0.1% -$1.2K 0.01% 660
2023
Q4 		$1.03M Sell
1,766
-132
-7% -$63.5K 0.01% 659
2023
Q3 		$935K Buy
1,898
+59
+3% +$30.8K 0.01% 649
2023
Q2 		$978K Sell
1,839
-79
-4% -$37K 0.02% 531
2023
Q1 		$822K Buy
1,918
+358
+23% +$131K 0.01% 597
2022
Q4 		$451K Buy
1,560
+144
+10% +$40.8K 0.01% 725
2022
Q3 		$385K Buy
1,416
+639
+82% +$203K 0.01% 723
2022
Q2 		$232K Sell
777
-86
-10% -$31.4K ﹤0.01% 923
2022
Q1 		$410K Buy
863
+160
+23% +$77.5K 0.01% 866
2021
Q4 		$463K Buy
703
+49
+7% +$37.1K 0.01% 592
2021
Q3 		$442K Buy
654
+44
+7% +$28.3K 0.01% 572
2021
Q2 		$355K Buy
+610
New +$318K 0.01% 603

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

Beacon Pointe Advisors's HUBS Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 1,559 shares — an estimated $829K sold.

Beacon Pointe Advisors first reported a position in HUBS in Q2 2021 and held it in 14 quarters. The position peaked at $1.11M in Q1 2024. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,559 HubSpot shares in Q4 2024, an estimated $829K.
  • Beacon Pointe Advisors first reported a position in HubSpot in Q2 2021 and held it in 14 quarters.
  • Beacon Pointe Advisors's HubSpot position peaked at $1.11M in Q1 2024.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.