Kingsview Wealth Management’s HubSpot HUBS Stock Holding History

Kingsview 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	-546	Closed	-$322K	–	1124
2024 Q2	$322K	Sell	546 -319	-37%	-$196K	0.01%	811
2024 Q1	$542K	Sell	865 -21	-2%	-$12.6K	0.01%	646
2023 Q4	$514K	Sell	886 -253	-22%	-$122K	0.02%	625
2023 Q3	$561K	Sell	1,139 -3	-0.3%	-$1.57K	0.02%	586
2023 Q2	$608K	Buy	1,142 +502	+78%	+$235K	0.02%	545
2023 Q1	$274K	Buy	+640	New	+$234K	0.01%	737
2022 Q4	–	Sell	-2,873	Closed	-$776K	–	868
2022 Q3	$776K	Buy	2,873 +107	+4%	+$34K	0.04%	391
2022 Q2	$832K	Sell	2,766 -978	-26%	-$357K	0.04%	413
2022 Q1	$1.78M	Buy	+3,744	New	+$1.81M	0.08%	257

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kingsview Wealth Management sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 546 shares — an estimated $322K sold.

Kingsview Wealth Management first reported a position in HUBS in Q1 2022 and held it in 9 quarters. The position peaked at $1.78M in Q1 2022. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Kingsview Wealth Management reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 546 HubSpot shares in Q3 2024, an estimated $322K.
Kingsview Wealth Management first reported a position in HubSpot in Q1 2022 and held it in 9 quarters.
Kingsview Wealth Management's HubSpot position peaked at $1.78M in Q1 2022.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.