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Carolinas Wealth Consulting’s HubSpot HUBS Stock Holding History

Carolinas Wealth Consulting’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
-36
Closed -$20.9K – 1101
2023
Q4 		$20.9K Hold
36
– – ﹤0.01% 434
2023
Q3 		$15.3K Hold
36
– – ﹤0.01% 467
2023
Q2 		$19.2K Hold
36
– – ﹤0.01% 480
2023
Q1 		$15.4K Sell
36
-16
-31% -$5.84K ﹤0.01% 535
2022
Q4 		$15K Hold
52
– – ﹤0.01% 548
2022
Q3 		$14K Buy
+52
New +$16.5K ﹤0.01% 507
2022
Q2 		– Sell
-33
Closed -$16K – 914
2022
Q1 		$16K Buy
33
+12
+57% +$5.81K ﹤0.01% 529
2021
Q4 		$14K Buy
21
+4
+24% +$3.03K ﹤0.01% 566
2021
Q3 		$11K Buy
+17
New +$11K ﹤0.01% 569

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
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

Carolinas Wealth Consulting's HUBS Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 36 shares — an estimated $20.9K sold.

Carolinas Wealth Consulting first reported a position in HUBS in Q3 2021 and held it in 9 quarters. The position peaked at $20.9K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 HubSpot shares in Q1 2024, an estimated $20.9K.
  • Carolinas Wealth Consulting first reported a position in HubSpot in Q3 2021 and held it in 9 quarters.
  • Carolinas Wealth Consulting's HubSpot position peaked at $20.9K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.