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Gradient Investments’s HubSpot HUBS Stock Holding History

Gradient Investments’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
-2
Closed -$1.18K – 757
2024
Q2 		$1.18K Hold
2
– – ﹤0.01% 1056
2024
Q1 		$1.25K Hold
2
– – ﹤0.01% 879
2023
Q4 		$1.16K Hold
2
– – ﹤0.01% 1373
2023
Q3 		$985 Hold
2
– – ﹤0.01% 1384
2023
Q2 		$1.06K Buy
+2
New +$937 ﹤0.01% 1348
2023
Q1 		– Sell
-1
Closed -$289 – 1571
2022
Q4 		$289 Buy
+1
New +$283 ﹤0.01% 1343
2022
Q1 		– Sell
-26
Closed -$17K – 1247
2021
Q4 		$17K Buy
+26
New +$19.7K ﹤0.01% 687

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

Gradient Investments's HUBS Position: Q3 2024 in Review

Gradient Investments sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 2 shares — an estimated $1.18K sold.

Gradient Investments first reported a position in HUBS in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Gradient Investments reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2 HubSpot shares in Q3 2024, an estimated $1.18K.
  • Gradient Investments first reported a position in HubSpot in Q4 2021 and held it in 7 quarters.
  • Gradient Investments's HubSpot position peaked at $17K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.