Jamison Private Wealth Management’s HubSpot HUBS Stock Holding History

Jamison Private 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 Q4	–	Sell	-13	Closed	-$6.91K	–	317
2024 Q3	$6.91K	Hold	13	–	–	﹤0.01%	366
2024 Q2	$7.67K	Hold	13	–	–	﹤0.01%	335
2024 Q1	$8.15K	Hold	13	–	–	﹤0.01%	337
2023 Q4	$7.55K	Hold	13	–	–	﹤0.01%	320
2023 Q3	$6.4K	Buy	+13	New	+$6.79K	﹤0.01%	315

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

Jamison Private Wealth Management's HUBS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 13 shares — an estimated $6.91K sold.

Jamison Private Wealth Management first reported a position in HUBS in Q3 2023 and held it in 5 quarters. The position peaked at $8.15K in Q1 2024. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

Jamison Private Wealth Management reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 13 HubSpot shares in Q4 2024, an estimated $6.91K.
Jamison Private Wealth Management first reported a position in HubSpot in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's HubSpot position peaked at $8.15K in Q1 2024.
796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.