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PFS Partners’s HubSpot HUBS Stock Holding History

PFS Partners’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
-61
Closed -$32.4K – 453
2024
Q3 		$32.4K Hold
61
– – 0.02% 165
2024
Q2 		$36K Hold
61
– – 0.02% 149
2024
Q1 		$38.2K Sell
61
-61
-50% -$36.7K 0.03% 143
2023
Q4 		$70.8K Hold
122
– – 0.05% 109
2023
Q3 		$60.1K Hold
122
– – 0.05% 92
2023
Q2 		$64.9K Buy
+122
New +$57.2K 0.05% 92

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

PFS Partners's HUBS Position: Q4 2024 in Review

PFS Partners sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 61 shares — an estimated $32.4K sold.

PFS Partners first reported a position in HUBS in Q2 2023 and held it in 6 quarters. The position peaked at $70.8K in Q4 2023. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • PFS Partners reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • PFS Partners sold 61 HubSpot shares in Q4 2024, an estimated $32.4K.
  • PFS Partners first reported a position in HubSpot in Q2 2023 and held it in 6 quarters.
  • PFS Partners's HubSpot position peaked at $70.8K in Q4 2023.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on PFS Partners's 13F filing for Q4 2024, filed 27 Jan 2025.