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Patriot Financial Group Insurance Agency’s HubSpot HUBS Stock Holding History

Patriot Financial Group Insurance Agency’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
-734
Closed -$390K – 511
2024
Q3 		$390K Buy
734
+333
+83% +$167K 0.05% 331
2024
Q2 		$237K Buy
+401
New +$246K 0.03% 420
2022
Q3 		– Sell
-5
Closed -$2K – 1075
2022
Q2 		$2K Hold
5
– – ﹤0.01% 1762
2022
Q1 		$2K Hold
5
– – ﹤0.01% 1848
2021
Q4 		$3K Hold
5
– – ﹤0.01% 1862
2021
Q3 		$3K Hold
5
– – ﹤0.01% 1846
2021
Q2 		$3K Hold
5
– – ﹤0.01% 1782
2021
Q1 		$2K Hold
5
– – ﹤0.01% 1777
2020
Q4 		$2K Buy
+5
New +$1.75K ﹤0.01% 1636

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HUBS Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 734 shares — an estimated $390K sold.

Patriot Financial Group Insurance Agency first reported a position in HUBS in Q4 2020 and held it in 9 quarters. The position peaked at $390K in Q3 2024. 798 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 734 HubSpot shares in Q4 2024, an estimated $390K.
  • Patriot Financial Group Insurance Agency first reported a position in HubSpot in Q4 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's HubSpot position peaked at $390K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.