First Personal Financial Services’s HubSpot HUBS Stock Holding History

First Personal Financial Services’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	$532	Buy	+1	New	+$502	﹤0.01%	391
2018 Q2	–	Sell	-322	Closed	-$35K	–	785
2018 Q1	$35K	Sell	322 -454	-59%	-$47.3K	0.01%	512
2017 Q4	$69K	Hold	776	–	–	0.01%	408
2017 Q3	$65K	Hold	776	–	–	0.01%	379
2017 Q2	$51K	Buy	776 +193	+33%	+$13K	0.01%	412
2017 Q1	$35K	Buy	+583	New	+$33K	0.01%	465

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

First Personal Financial Services's HUBS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in HubSpot (HUBS) in Q3 2024: 1 share worth $532. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in HUBS as recently as Q1 2018.

First Personal Financial Services first reported a position in HUBS in Q1 2017 and has held it in 6 quarters since. The position peaked at $69K in Q4 2017. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

First Personal Financial Services held 1 share of HubSpot worth $532 as of Q3 2024.
HubSpot was a new First Personal Financial Services position in Q3 2024.
HubSpot made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #391 holding.
First Personal Financial Services first reported a position in HubSpot in Q1 2017 and has held it in 6 quarters since.
First Personal Financial Services's HubSpot position peaked at $69K in Q4 2017.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.