CTA
HUBS icon

Colonial Trust Advisors’s HubSpot HUBS Stock Holding History

Colonial Trust 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
Q4 		– Sell
-41
Closed -$21.8K – 725
2024
Q3 		$21.8K Hold
41
– – ﹤0.01% 435
2024
Q2 		$24.2K Hold
41
– – ﹤0.01% 400
2024
Q1 		$25.7K Buy
+41
New +$24.6K ﹤0.01% 428

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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

Colonial Trust Advisors's HUBS Position: Q4 2024 in Review

Colonial Trust Advisors sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 41 shares — an estimated $21.8K sold.

Colonial Trust Advisors first reported a position in HUBS in Q1 2024 and held it in 3 quarters. The position peaked at $25.7K in Q1 2024. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Colonial Trust Advisors reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 41 HubSpot shares in Q4 2024, an estimated $21.8K.
  • Colonial Trust Advisors first reported a position in HubSpot in Q1 2024 and held it in 3 quarters.
  • Colonial Trust Advisors's HubSpot position peaked at $25.7K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.