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Planning Capital Management Corporation’s HubSpot HUBS Stock Holding History

Planning Capital Management Corporation’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 		$40.9K Hold
77
– – 0.03% 205
2024
Q2 		$45.4K Hold
77
– – 0.03% 200
2024
Q1 		$48.2K Hold
77
– – 0.04% 192
2023
Q4 		$44.7K Buy
+77
New +$37K 0.03% 204

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

Planning Capital Management Corporation's HUBS Position: Q3 2024 in Review

Planning Capital Management Corporation held its HubSpot (HUBS) position steady in Q3 2024 at 77 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #205.

Planning Capital Management Corporation first reported a position in HUBS in Q4 2023 and has held it in 4 quarters since. The position peaked at $48.2K in Q1 2024. 725 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Planning Capital Management Corporation held 77 shares of HubSpot worth $40.9K as of Q3 2024.
  • Planning Capital Management Corporation left its HubSpot share count unchanged in Q3 2024.
  • HubSpot made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #205 holding.
  • Planning Capital Management Corporation first reported a position in HubSpot in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's HubSpot position peaked at $48.2K in Q1 2024.
  • 725 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.