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Eagle Wealth Strategies’s HubSpot HUBS Stock Holding History

Eagle Wealth Strategies’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
Q2 		– Sell
-386
Closed -$246K – 95
2024
Q1 		$246K Buy
386
+21
+6% +$12.6K 0.2% 80
2023
Q4 		$212K Buy
+365
New +$176K 0.13% 89

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Eagle Wealth Strategies's HUBS Position: Q2 2024 in Review

Eagle Wealth Strategies sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 386 shares — an estimated $246K sold.

Eagle Wealth Strategies first reported a position in HUBS in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Eagle Wealth Strategies reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Eagle Wealth Strategies sold 386 HubSpot shares in Q2 2024, an estimated $246K.
  • Eagle Wealth Strategies first reported a position in HubSpot in Q4 2023 and held it in 2 quarters.
  • Eagle Wealth Strategies's HubSpot position peaked at $246K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Eagle Wealth Strategies's 13F filing for Q2 2024, filed 18 Jul 2024.