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Householder Group Estate & Retirement Specialist’s HubSpot HUBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
-2
Closed -$1K – 1292
2023
Q4 		$1K Hold
2
– – ﹤0.01% 1068
2023
Q3 		$985 Buy
+2
New +$1.04K ﹤0.01% 1141

Other funds holding HUBS

Vanguard Group
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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 $167B AUM 44.17% 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

Householder Group Estate & Retirement Specialist's HUBS Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 2 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in HUBS in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 733 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2 HubSpot shares in Q1 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in HubSpot in Q3 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's HubSpot position peaked at $1K in Q4 2023.
  • 733 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.