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Beirne Wealth Consulting Services’s HubSpot HUBS Stock Holding History

Beirne Wealth Consulting Services’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
Q1 		– Sell
-401
Closed -$233K – 123
2023
Q4 		$233K Buy
+401
New +$193K 0.12% 127

Other funds holding HUBS

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Beirne Wealth Consulting Services's HUBS Position: Q1 2024 in Review

Beirne Wealth Consulting Services sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 401 shares — an estimated $233K sold.

Beirne Wealth Consulting Services first reported a position in HUBS in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Beirne Wealth Consulting Services reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 401 HubSpot shares in Q1 2024, an estimated $233K.
  • Beirne Wealth Consulting Services first reported a position in HubSpot in Q4 2023 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's HubSpot position peaked at $233K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2024, filed 13 May 2024.