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Beaird Harris Wealth Management’s HubSpot HUBS Stock Holding History

Beaird Harris 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
Q3 		– Sell
-1
Closed -$312 – 612
2024
Q2 		$312 Hold
1
– – ﹤0.01% 642
2024
Q1 		$627 Hold
1
– – ﹤0.01% 577
2023
Q4 		$581 Buy
+1
New +$481 ﹤0.01% 559

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's HUBS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 1 share — an estimated $312 sold.

Beaird Harris Wealth Management first reported a position in HUBS in Q4 2023 and held it in 3 quarters. The position peaked at $627 in Q1 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 HubSpot share in Q3 2024, an estimated $312.
  • Beaird Harris Wealth Management first reported a position in HubSpot in Q4 2023 and held it in 3 quarters.
  • Beaird Harris Wealth Management's HubSpot position peaked at $627 in Q1 2024.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.