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IHT Wealth Management’s HubSpot HUBS Stock Holding History

IHT 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
Q3 		– Sell
-424
Closed -$250K – 1166
2024
Q2 		$250K Buy
424
+41
+11% +$25.1K 0.01% 865
2024
Q1 		$240K Buy
383
+1
+0.3% +$601 0.01% 886
2023
Q4 		$222K Buy
+382
New +$184K 0.01% 880
2023
Q3 		– Sell
-387
Closed -$206K – 989
2023
Q2 		$206K Buy
+387
New +$181K 0.01% 870
2021
Q1 		– Sell
-2,217
Closed -$879K – 851
2020
Q4 		$879K Hold
2,217
– – 0.07% 262
2020
Q3 		$648K Sell
2,217
-13
-0.6% -$3.41K 0.07% 282
2020
Q2 		$500K Buy
+2,230
New +$401K 0.07% 289

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

IHT Wealth Management's HUBS Position: Q3 2024 in Review

IHT Wealth Management sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 424 shares — an estimated $250K sold.

IHT Wealth Management first reported a position in HUBS in Q2 2020 and held it in 7 quarters. The position peaked at $879K in Q4 2020. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • IHT Wealth Management reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 424 HubSpot shares in Q3 2024, an estimated $250K.
  • IHT Wealth Management first reported a position in HubSpot in Q2 2020 and held it in 7 quarters.
  • IHT Wealth Management's HubSpot position peaked at $879K in Q4 2020.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.