LFA
HUBS icon

Level Financial Advisors’s HubSpot HUBS Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-150
Closed -$87.1K – 151
2023
Q4 		$87.1K Hold
150
– – 0.04% 90
2023
Q3 		$73.9K Buy
150
+25
+20% +$13.1K 0.04% 93
2023
Q2 		$66.5K Hold
125
– – 0.04% 94
2023
Q1 		$53.6K Buy
125
+75
+150% +$27.4K 0.03% 96
2022
Q4 		$14K Buy
+50
New +$14.2K 0.01% 145

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Level Financial Advisors's HUBS Position: Q1 2024 in Review

Level Financial Advisors sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 150 shares — an estimated $87.1K sold.

Level Financial Advisors first reported a position in HUBS in Q4 2022 and held it in 5 quarters. The position peaked at $87.1K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Level Financial Advisors reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 150 HubSpot shares in Q1 2024, an estimated $87.1K.
  • Level Financial Advisors first reported a position in HubSpot in Q4 2022 and held it in 5 quarters.
  • Level Financial Advisors's HubSpot position peaked at $87.1K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.