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Impact Partnership Wealth’s HubSpot HUBS Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-3
Closed -$1.48K – 956
2023
Q3 		$1.48K Hold
3
– – ﹤0.01% 866
2023
Q2 		$1.6K Buy
+3
New +$1.41K ﹤0.01% 723

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impact Partnership Wealth's HUBS Position: Q4 2023 in Review

Impact Partnership Wealth sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 3 shares — an estimated $1.48K sold.

Impact Partnership Wealth first reported a position in HUBS in Q2 2023 and held it in 2 quarters. The position peaked at $1.6K in Q2 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • Impact Partnership Wealth reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 3 HubSpot shares in Q4 2023, an estimated $1.48K.
  • Impact Partnership Wealth first reported a position in HubSpot in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's HubSpot position peaked at $1.6K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.