Gateway Advisory’s HubSpot HUBS Stock Holding History

Gateway Advisory’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	–	Sell	-1,192	Closed	-$703K	–	135
2024 Q2	$703K	Buy	1,192 +13	+1%	+$7.97K	0.12%	74
2024 Q1	$739K	Buy	1,179 +84	+8%	+$50.5K	0.13%	69
2023 Q4	$636K	Buy	+1,095	New	+$527K	0.12%	65
2022 Q1	–	Sell	-756	Closed	-$498K	–	105
2021 Q4	$498K	Buy	756 +2	+0.3%	+$1.51K	0.11%	62
2021 Q3	$510K	Buy	+754	New	+$486K	0.11%	63

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

Gateway Advisory's HUBS Position: Q3 2024 in Review

Gateway Advisory sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 1,192 shares — an estimated $703K sold.

Gateway Advisory first reported a position in HUBS in Q3 2021 and held it in 5 quarters. The position peaked at $739K in Q1 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Gateway Advisory reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Gateway Advisory sold 1,192 HubSpot shares in Q3 2024, an estimated $703K.
Gateway Advisory first reported a position in HubSpot in Q3 2021 and held it in 5 quarters.
Gateway Advisory's HubSpot position peaked at $739K in Q1 2024.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.