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Benjamin F. Edwards & Company’s HubSpot HUBS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2K Sell
3
-505
-99% -$310K ﹤0.01% 2038
2024
Q1 		$318K Buy
508
+320
+170% +$192K 0.01% 768
2023
Q4 		$109K Buy
+188
New +$90.4K ﹤0.01% 1049
2023
Q3 		– Sell
-10
Closed -$5K – 1775
2023
Q2 		$5K Buy
10
+5
+100% +$2.34K ﹤0.01% 1546
2023
Q1 		$2K Hold
5
– – ﹤0.01% 1675
2022
Q4 		$1K Sell
5
-50
-91% -$14.2K ﹤0.01% 1787
2022
Q3 		$15K Hold
55
– – ﹤0.01% 1312
2022
Q2 		$17K Sell
55
-50
-48% -$18.3K ﹤0.01% 1271
2022
Q1 		$50K Hold
105
– – ﹤0.01% 1033
2021
Q4 		$69K Buy
105
+5
+5% +$3.78K ﹤0.01% 962
2021
Q3 		$68K Hold
100
– – ﹤0.01% 951
2021
Q2 		$58K Hold
100
– – ﹤0.01% 984
2021
Q1 		$45K Sell
100
-3
-3% -$1.32K ﹤0.01% 1037
2020
Q4 		$41K Buy
103
+3
+3% +$1.05K ﹤0.01% 1013
2020
Q3 		$29K Sell
100
-50
-33% -$13.1K ﹤0.01% 1025
2020
Q2 		$34K Hold
150
– – ﹤0.01% 961
2020
Q1 		$20K Hold
150
– – ﹤0.01% 1077
2019
Q4 		$24K Hold
150
– – ﹤0.01% 1175
2019
Q3 		$23K Hold
150
– – ﹤0.01% 1148
2019
Q2 		$26K Hold
150
– – ﹤0.01% 1116
2019
Q1 		$25K Hold
150
– – ﹤0.01% 1072
2018
Q4 		$19K Hold
150
– – ﹤0.01% 1105
2018
Q3 		$23K Hold
150
– – ﹤0.01% 1072
2018
Q2 		$19K Hold
150
– – ﹤0.01% 1107
2018
Q1 		$16K Buy
150
+50
+50% +$5.21K ﹤0.01% 1138
2017
Q4 		$9K Buy
+100
New +$8.39K ﹤0.01% 1233

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Benjamin F. Edwards & Company's HUBS Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its HubSpot (HUBS) stake by 99% in Q2 2024, selling an estimated $310K and leaving 3 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Benjamin F. Edwards & Company first reported a position in HUBS in Q4 2017 and has held it in 26 quarters since. The position peaked at $318K in Q1 2024. 800 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Benjamin F. Edwards & Company held 3 shares of HubSpot worth $2K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 505 HubSpot shares in Q2 2024, an estimated $310K.
  • HubSpot made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2038 holding.
  • Benjamin F. Edwards & Company first reported a position in HubSpot in Q4 2017 and has held it in 26 quarters since.
  • Benjamin F. Edwards & Company's HubSpot position peaked at $318K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.