IGWM
HUBS icon

ICA Group Wealth Management’s HubSpot HUBS Stock Holding History

ICA Group Wealth 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
Q2 		– Sell
-3
Closed -$1.88K – 1010
2024
Q1 		$1.88K Hold
3
– – ﹤0.01% 1188
2023
Q4 		$1.74K Buy
+3
New +$1.44K ﹤0.01% 1195
2023
Q3 		– Sell
-3
Closed -$1.6K – 659
2023
Q2 		$1.6K Hold
3
– – ﹤0.01% 1151
2023
Q1 		$1.29K Hold
3
– – ﹤0.01% 1133
2022
Q4 		$867 Buy
+3
New +$850 ﹤0.01% 1187

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ICA Group Wealth Management's HUBS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 3 shares — an estimated $1.88K sold.

ICA Group Wealth Management first reported a position in HUBS in Q4 2022 and held it in 5 quarters. The position peaked at $1.88K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • ICA Group Wealth Management reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 3 HubSpot shares in Q2 2024, an estimated $1.88K.
  • ICA Group Wealth Management first reported a position in HubSpot in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's HubSpot position peaked at $1.88K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.