Cetera Advisors’s HubSpot HUBS Stock Holding History

Cetera Advisors’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	$620K	Buy	989 +625	+172%	+$376K	﹤0.01%	1462
2023 Q4	$211K	Buy	+364	New	+$175K	﹤0.01%	1610
2023 Q3	–	Sell	-431	Closed	-$229K	–	1746
2023 Q2	$229K	Sell	431 -38	-8%	-$17.8K	﹤0.01%	1441
2023 Q1	$201K	Buy	+469	New	+$171K	﹤0.01%	1490
2018 Q4	–	Sell	-1,330	Closed	-$201K	–	899
2018 Q3	$201K	Buy	+1,330	New	+$183K	0.01%	887

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Cetera Advisors's HUBS Position: Q1 2024 in Review

Cetera Advisors increased its HubSpot (HUBS) stake by 172% in Q1 2024, buying an estimated $376K and bringing the position to 989 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Cetera Advisors first reported a position in HUBS in Q3 2018 and has held it in 5 quarters since. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

Cetera Advisors held 989 shares of HubSpot worth $620K as of Q1 2024.
Cetera Advisors bought 625 HubSpot shares in Q1 2024, an estimated $376K.
HubSpot made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1462 holding.
Cetera Advisors first reported a position in HubSpot in Q3 2018 and has held it in 5 quarters since.
732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.