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Global Wealth Strategies & Associates’s HubSpot HUBS Stock Holding History

Global Wealth Strategies & Associates’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
-25
Closed -$14.5K – 366
2023
Q4 		$14.5K Hold
25
– – 0.01% 140
2023
Q3 		$12.3K Hold
25
– – 0.01% 147
2023
Q2 		$13.3K Hold
25
– – 0.01% 143
2023
Q1 		$10.7K Hold
25
– – 0.01% 153
2022
Q4 		$7.23K Buy
+25
New +$7.09K ﹤0.01% 184

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

Global Wealth Strategies & Associates's HUBS Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 25 shares — an estimated $14.5K sold.

Global Wealth Strategies & Associates first reported a position in HUBS in Q4 2022 and held it in 5 quarters. The position peaked at $14.5K in Q4 2023. 733 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 25 HubSpot shares in Q1 2024, an estimated $14.5K.
  • Global Wealth Strategies & Associates first reported a position in HubSpot in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's HubSpot position peaked at $14.5K in Q4 2023.
  • 733 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.