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FinTrust Capital Advisors’s HubSpot HUBS Stock Holding History

FinTrust Capital 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
Q3 		$16.5K Hold
31
– – ﹤0.01% 849
2024
Q2 		$18.3K Buy
31
+16
+107% +$9.81K ﹤0.01% 781
2024
Q1 		$9.4K Hold
15
– – ﹤0.01% 869
2023
Q4 		$8.71K Buy
15
+12
+400% +$5.77K ﹤0.01% 855
2023
Q3 		$1.48K Hold
3
– – ﹤0.01% 1065
2023
Q2 		$868 Hold
3
– – ﹤0.01% 1118
2023
Q1 		$868 Hold
3
– – ﹤0.01% 1110
2022
Q4 		$867 Hold
3
– – ﹤0.01% 1107
2022
Q3 		$1K Hold
3
– – ﹤0.01% 1168
2022
Q2 		$1K Buy
+3
New +$1.1K ﹤0.01% 1168

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Capital Advisors's HUBS Position: Q3 2024 in Review

FinTrust Capital Advisors held its HubSpot (HUBS) position steady in Q3 2024 at 31 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

FinTrust Capital Advisors first reported a position in HUBS in Q2 2022 and has held it in 10 quarters since. The position peaked at $18.3K in Q2 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • FinTrust Capital Advisors held 31 shares of HubSpot worth $16.5K as of Q3 2024.
  • FinTrust Capital Advisors left its HubSpot share count unchanged in Q3 2024.
  • HubSpot made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #849 holding.
  • FinTrust Capital Advisors first reported a position in HubSpot in Q2 2022 and has held it in 10 quarters since.
  • FinTrust Capital Advisors's HubSpot position peaked at $18.3K in Q2 2024.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.