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Congress Wealth Management’s HubSpot HUBS Stock Holding History

Congress Wealth Management’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
-2,039
Closed -$1.2M – 856
2024
Q2 		$1.2M Buy
+2,039
New +$1.25M 0.02% 406
2022
Q2 		– Sell
-527
Closed -$251K – 581
2022
Q1 		$251K Buy
+527
New +$255K 0.01% 541

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

Congress Wealth Management's HUBS Position: Q3 2024 in Review

Congress Wealth Management sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 2,039 shares — an estimated $1.2M sold.

Congress Wealth Management first reported a position in HUBS in Q1 2022 and held it in 2 quarters. The position peaked at $1.2M in Q2 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Congress Wealth Management reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 2,039 HubSpot shares in Q3 2024, an estimated $1.2M.
  • Congress Wealth Management first reported a position in HubSpot in Q1 2022 and held it in 2 quarters.
  • Congress Wealth Management's HubSpot position peaked at $1.2M in Q2 2024.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.