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Dynamic Advisor Solutions’s HubSpot HUBS Stock Holding History

Dynamic Advisor Solutions’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
-2,081
Closed -$1.11M – 731
2024
Q3 		$1.11M Sell
2,081
-15
-0.7% -$7.53K 0.03% 422
2024
Q2 		$1.24M Sell
2,096
-151
-7% -$92.6K 0.04% 403
2024
Q1 		$1.41M Buy
2,247
+42
+2% +$25.2K 0.05% 364
2023
Q4 		$1.19M Buy
2,205
+30
+1% +$14.4K 0.04% 379
2023
Q3 		$1.07M Buy
+2,175
New +$1.14M 0.05% 337

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

Dynamic Advisor Solutions's HUBS Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 2,081 shares — an estimated $1.11M sold.

Dynamic Advisor Solutions first reported a position in HUBS in Q3 2023 and held it in 5 quarters. The position peaked at $1.41M in Q1 2024. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,081 HubSpot shares in Q4 2024, an estimated $1.11M.
  • Dynamic Advisor Solutions first reported a position in HubSpot in Q3 2023 and held it in 5 quarters.
  • Dynamic Advisor Solutions's HubSpot position peaked at $1.41M in Q1 2024.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.