Marcum Wealth’s HubSpot HUBS Stock Holding History

Marcum 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
2024 Q2	–	Sell	-335	Closed	-$210K	–	400
2024 Q1	$210K	Sell	335 -16	-5%	-$9.62K	0.02%	336
2023 Q4	$204K	Buy	+351	New	+$169K	0.02%	333

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Marcum Wealth's HUBS Position: Q2 2024 in Review

Marcum Wealth sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 335 shares — an estimated $210K sold.

Marcum Wealth first reported a position in HUBS in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

Marcum Wealth reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
Marcum Wealth sold 335 HubSpot shares in Q2 2024, an estimated $210K.
Marcum Wealth first reported a position in HubSpot in Q4 2023 and held it in 2 quarters.
Marcum Wealth's HubSpot position peaked at $210K in Q1 2024.
799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.