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Fernwood Investment Management’s HubSpot HUBS Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-20
Closed -$12.5K – 404
2024
Q1 		$12.5K Buy
+20
New +$12K ﹤0.01% 528

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

Fernwood Investment Management's HUBS Position: Q2 2024 in Review

Fernwood Investment Management sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 20 shares — an estimated $12.5K sold.

Fernwood Investment Management first reported a position in HUBS in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 800 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Fernwood Investment Management reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 20 HubSpot shares in Q2 2024, an estimated $12.5K.
  • Fernwood Investment Management first reported a position in HubSpot in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's HubSpot position peaked at $12.5K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.