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Dakota Wealth Management’s HubSpot HUBS Stock Holding History

Dakota 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
2023
Q4 		– Sell
-2,110
Closed -$1.04M – 681
2023
Q3 		$1.04M Buy
2,110
+782
+59% +$409K 0.05% 282
2023
Q2 		$707K Buy
1,328
+407
+44% +$191K 0.03% 316
2023
Q1 		$395K Buy
+921
New +$336K 0.03% 411

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Dakota Wealth Management's HUBS Position: Q4 2023 in Review

Dakota Wealth Management sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 2,110 shares — an estimated $1.04M sold.

Dakota Wealth Management first reported a position in HUBS in Q1 2023 and held it in 3 quarters. The position peaked at $1.04M in Q3 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • Dakota Wealth Management reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 2,110 HubSpot shares in Q4 2023, an estimated $1.04M.
  • Dakota Wealth Management first reported a position in HubSpot in Q1 2023 and held it in 3 quarters.
  • Dakota Wealth Management's HubSpot position peaked at $1.04M in Q3 2023.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.