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Crewe Advisors’s HubSpot HUBS Stock Holding History

Crewe 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
2025
Q2 		– Sell
-53
Closed -$30.3K – 791
2025
Q1 		$30.3K Hold
53
– – ﹤0.01% 310
2024
Q4 		$36.9K Sell
53
-50
-49% -$32.1K 0.01% 304
2024
Q3 		$54.8K Buy
103
+28
+37% +$14.1K 0.01% 289
2024
Q2 		$44.2K Buy
75
+63
+525% +$38.6K 0.01% 386
2024
Q1 		$7.52K Buy
+12
New +$7.21K ﹤0.01% 664
2023
Q2 		– Sell
-29
Closed -$12.4K – 939
2023
Q1 		$12.4K Hold
29
– – ﹤0.01% 507
2022
Q4 		$8.38K Sell
29
-4
-12% -$1.13K ﹤0.01% 587
2022
Q3 		$9K Buy
33
+4
+14% +$1.27K ﹤0.01% 693
2022
Q2 		$9K Buy
+29
New +$10.6K ﹤0.01% 624
2020
Q4 		– Sell
-2
Closed -$1K – 545
2020
Q3 		$1K Buy
+2
New +$524 ﹤0.01% 585

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return