Cherry Creek Investment Advisors’s HubSpot HUBS Stock Holding History

Cherry Creek Investment 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 Q3	–	Sell	-646	Closed	-$381K	–	112
2024 Q2	$381K	Hold	646	–	–	0.2%	75
2024 Q1	$405K	Sell	646 -10	-2%	-$6.01K	0.22%	66
2023 Q4	$381K	Hold	656	–	–	0.23%	65
2023 Q3	$323K	Sell	656 -10	-2%	-$5.22K	0.22%	65
2023 Q2	$354K	Hold	666	–	–	0.24%	63
2023 Q1	$286K	Buy	+666	New	+$243K	0.21%	70
2022 Q2	–	Sell	-646	Closed	-$307K	–	94
2022 Q1	$307K	Hold	646	–	–	0.2%	79
2021 Q4	$426K	Hold	646	–	–	0.26%	60
2021 Q3	$437K	Sell	646 -100	-13%	-$64.4K	0.29%	67
2021 Q2	$435K	Buy	+746	New	+$389K	0.29%	66

Other funds holding HUBS

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Creek Investment Advisors's HUBS Position: Q3 2024 in Review

Cherry Creek Investment Advisors sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 646 shares — an estimated $381K sold.

Cherry Creek Investment Advisors first reported a position in HUBS in Q2 2021 and held it in 10 quarters. The position peaked at $437K in Q3 2021. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Cherry Creek Investment Advisors reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Cherry Creek Investment Advisors sold 646 HubSpot shares in Q3 2024, an estimated $381K.
Cherry Creek Investment Advisors first reported a position in HubSpot in Q2 2021 and held it in 10 quarters.
Cherry Creek Investment Advisors's HubSpot position peaked at $437K in Q3 2021.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.