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FDx Advisors’s HubSpot HUBS Stock Holding History

FDx 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
2024
Q2 		– Sell
-1,012
Closed -$634K – 269
2024
Q1 		$634K Sell
1,012
-188
-16% -$113K 0.1% 171
2023
Q4 		$697K Sell
1,200
-135
-10% -$65K 0.05% 321
2023
Q3 		$657K Sell
1,335
-217
-14% -$113K 0.05% 297
2023
Q2 		$826K Buy
1,552
+335
+28% +$157K 0.05% 338
2023
Q1 		$352K Hold
1,217
– – 0.02% 511
2022
Q4 		$352K Sell
1,217
-253
-17% -$71.7K 0.02% 511
2022
Q3 		$397K Sell
1,470
-31
-2% -$9.85K 0.02% 464
2022
Q2 		$451K Buy
1,501
+280
+23% +$102K 0.02% 509
2022
Q1 		$580K Buy
1,221
+388
+47% +$188K 0.02% 464
2021
Q4 		$549K Sell
833
-43
-5% -$32.5K 0.02% 505
2021
Q3 		$592K Buy
+876
New +$564K 0.02% 463

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

FDx Advisors's HUBS Position: Q2 2024 in Review

FDx Advisors sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 1,012 shares — an estimated $634K sold.

FDx Advisors first reported a position in HUBS in Q3 2021 and held it in 11 quarters. The position peaked at $826K in Q2 2023. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • FDx Advisors reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 1,012 HubSpot shares in Q2 2024, an estimated $634K.
  • FDx Advisors first reported a position in HubSpot in Q3 2021 and held it in 11 quarters.
  • FDx Advisors's HubSpot position peaked at $826K in Q2 2023.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.