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Glassman Wealth Services’s HubSpot HUBS Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-9
Closed -$5.22K – 933
2023
Q4 		$5.22K Sell
9
-3
-25% -$1.44K ﹤0.01% 1068
2023
Q3 		$5.91K Buy
12
+1
+9% +$522 ﹤0.01% 1010
2023
Q2 		$5.85K Buy
11
+2
+22% +$937 ﹤0.01% 951
2023
Q1 		$3.86K Hold
9
– – ﹤0.01% 1078
2022
Q4 		$2.6K Sell
9
-7
-44% -$1.98K ﹤0.01% 1195
2022
Q3 		$4K Sell
16
-1
-6% -$318 ﹤0.01% 1050
2022
Q2 		$5K Buy
17
+9
+113% +$3.29K ﹤0.01% 999
2022
Q1 		$4K Sell
8
-33
-80% -$16K ﹤0.01% 1056
2021
Q4 		$27K Buy
41
+24
+141% +$18.2K 0.01% 533
2021
Q3 		$11K Buy
17
+3
+21% +$1.93K ﹤0.01% 749
2021
Q2 		$8K Buy
14
+13
+1,300% +$6.78K ﹤0.01% 800
2021
Q1 		$0 Buy
+1
New +$439 ﹤0.01% 1505
2019
Q3 		– Sell
-3
Closed -$1K – 1189
2019
Q2 		$1K Buy
+3
New +$524 ﹤0.01% 859

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Glassman Wealth Services's HUBS Position: Q1 2024 in Review

Glassman Wealth Services sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 9 shares — an estimated $5.22K sold.

Glassman Wealth Services first reported a position in HUBS in Q2 2019 and held it in 13 quarters. The position peaked at $27K in Q4 2021. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Glassman Wealth Services reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 9 HubSpot shares in Q1 2024, an estimated $5.22K.
  • Glassman Wealth Services first reported a position in HubSpot in Q2 2019 and held it in 13 quarters.
  • Glassman Wealth Services's HubSpot position peaked at $27K in Q4 2021.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.