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Connectus Wealth’s HubSpot HUBS Stock Holding History

Connectus Wealth’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
-9,931
Closed -$5.77M – 413
2023
Q4 		$5.77M Sell
9,931
-332
-3% -$160K 0.12% 156
2023
Q3 		$5.06M Hold
10,263
– – 0.11% 161
2023
Q2 		$5.46M Buy
10,263
+1
+0% +$469 0.13% 132
2023
Q1 		$4.4M Buy
10,262
+197
+2% +$71.9K 0.11% 145
2022
Q4 		$2.91M Sell
10,065
-8
-0.1% -$2.27K 0.07% 175
2022
Q3 		$2.72M Hold
10,073
– – 0.06% 231
2022
Q2 		$3.03M Buy
10,073
+8,328
+477% +$3.04M 0.07% 176
2022
Q1 		$1.15M Sell
1,745
-48
-3% -$23.3K 0.04% 227
2021
Q4 		$1.18M Buy
+1,793
New +$1.36M 0.05% 204

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

Connectus Wealth's HUBS Position: Q1 2024 in Review

Connectus Wealth sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 9,931 shares — an estimated $5.77M sold.

Connectus Wealth first reported a position in HUBS in Q4 2021 and held it in 9 quarters. The position peaked at $5.77M in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Connectus Wealth reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 9,931 HubSpot shares in Q1 2024, an estimated $5.77M.
  • Connectus Wealth first reported a position in HubSpot in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's HubSpot position peaked at $5.77M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.