Guinness Atkinson Asset Management’s HubSpot HUBS Stock Holding History

Guinness Atkinson Asset Management’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 Q4	–	Sell	-55	Closed	-$29.2K	–	89
2024 Q3	$29.2K	Hold	55	–	–	0.01%	90
2024 Q2	$32.4K	Sell	55 -11	-17%	-$6.75K	0.02%	89
2024 Q1	$41.4K	Sell	66 -30	-31%	-$18K	0.02%	90
2023 Q4	$55.7K	Hold	96	–	–	0.03%	89
2023 Q3	$47.3K	Sell	96 -32	-25%	-$16.7K	0.03%	91
2023 Q2	$68.1K	Hold	128	–	–	0.04%	91
2023 Q1	$54.9K	Sell	128 -16	-11%	-$5.84K	0.03%	92
2022 Q4	$41.6K	Sell	144 -16	-10%	-$4.54K	0.03%	92
2022 Q3	$43K	Hold	160	–	–	0.03%	95
2022 Q2	$48K	Sell	160 -60	-27%	-$21.9K	0.03%	90
2022 Q1	$104K	Hold	220	–	–	0.05%	86
2021 Q4	$145K	Hold	220	–	–	0.06%	79
2021 Q3	$149K	Hold	220	–	–	0.07%	77
2021 Q2	$128K	Hold	220	–	–	0.06%	81
2021 Q1	$100K	Buy	220 +198	+900%	+$87K	0.05%	82
2020 Q4	$9K	Buy	+22	New	+$7.72K	﹤0.01%	83

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Guinness Atkinson Asset Management's HUBS Position: Q4 2024 in Review

Guinness Atkinson Asset Management sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 55 shares — an estimated $29.2K sold.

Guinness Atkinson Asset Management first reported a position in HUBS in Q4 2020 and held it in 16 quarters. The position peaked at $149K in Q3 2021. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

Guinness Atkinson Asset Management reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
Guinness Atkinson Asset Management sold 55 HubSpot shares in Q4 2024, an estimated $29.2K.
Guinness Atkinson Asset Management first reported a position in HubSpot in Q4 2020 and held it in 16 quarters.
Guinness Atkinson Asset Management's HubSpot position peaked at $149K in Q3 2021.
796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Guinness Atkinson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.