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C.M. Bidwell & Associates’s HubSpot HUBS Stock Holding History

C.M. Bidwell & Associates’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
2023
Q4 		– Sell
-104
Closed -$51.2K – 529
2023
Q3 		$51.2K Hold
104
– – 0.04% 279
2023
Q2 		$55.3K Buy
+104
New +$48.7K 0.04% 279

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

C.M. Bidwell & Associates's HUBS Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 104 shares — an estimated $51.2K sold.

C.M. Bidwell & Associates first reported a position in HUBS in Q2 2023 and held it in 2 quarters. The position peaked at $55.3K in Q2 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 104 HubSpot shares in Q4 2023, an estimated $51.2K.
  • C.M. Bidwell & Associates first reported a position in HubSpot in Q2 2023 and held it in 2 quarters.
  • C.M. Bidwell & Associates's HubSpot position peaked at $55.3K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.