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Raymond James Financial Services Advisors’s HubSpot HUBS Stock Holding History

Raymond James Financial Services 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
Q3 		$14.1M Buy
26,587
+1,820
+7% +$914K 0.02% 710
2024
Q2 		$14.6M Buy
24,767
+2,072
+9% +$1.27M 0.02% 640
2024
Q1 		$14.2M Buy
22,695
+826
+4% +$496K 0.02% 648
2023
Q4 		$12.7M Sell
21,869
-1,309
-6% -$630K 0.02% 657
2023
Q3 		$11.4M Buy
23,178
+331
+1% +$173K 0.02% 651
2023
Q2 		$12.2M Buy
22,847
+4,634
+25% +$2.17M 0.02% 639
2023
Q1 		$7.81M Buy
18,213
+1,920
+12% +$701K 0.01% 798
2022
Q4 		$4.71M Buy
16,293
+1,897
+13% +$538K 0.01% 987
2022
Q3 		$3.89M Buy
14,396
+2,854
+25% +$906K 0.01% 1046
2022
Q2 		$3.47M Sell
11,542
-1,256
-10% -$459K 0.01% 1115
2022
Q1 		$6.08M Buy
12,798
+5,700
+80% +$2.76M 0.01% 908
2021
Q4 		$4.68M Sell
7,098
-561
-7% -$424K 0.01% 1041
2021
Q3 		$5.18M Buy
7,659
+1,481
+24% +$954K 0.01% 956
2021
Q2 		$3.6M Buy
6,178
+142
+2% +$74.1K 0.01% 1147
2021
Q1 		$2.74M Buy
6,036
+773
+15% +$340K 0.01% 1215
2020
Q4 		$2.09M Sell
5,263
-470
-8% -$165K 0.01% 1270
2020
Q3 		$1.68M Buy
5,733
+999
+21% +$262K ﹤0.01% 1263
2020
Q2 		$1.06M Sell
4,734
-863
-15% -$155K ﹤0.01% 1456
2020
Q1 		$745K Buy
5,597
+714
+15% +$119K ﹤0.01% 1351
2019
Q4 		$774K Buy
4,883
+510
+12% +$78.1K ﹤0.01% 1692
2019
Q3 		$663K Sell
4,373
-1,810
-29% -$325K ﹤0.01% 1720
2019
Q2 		$1.05M Buy
6,183
+220
+4% +$38.4K ﹤0.01% 1472
2019
Q1 		$991K Buy
5,963
+1,100
+23% +$174K ﹤0.01% 1457
2018
Q4 		$611K Buy
4,863
+1,518
+45% +$199K ﹤0.01% 1536
2018
Q3 		$505K Sell
3,345
-12,284
-79% -$1.69M ﹤0.01% 1903
2018
Q2 		$1.96M Buy
+15,629
New +$1.85M 0.01% 1034

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

Raymond James Financial Services Advisors's HUBS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its HubSpot (HUBS) stake by 7.3% in Q3 2024, buying an estimated $914K and bringing the position to 26,587 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #710.

Raymond James Financial Services Advisors first reported a position in HUBS in Q2 2018 and has held it in 26 quarters since. The position peaked at $14.6M in Q2 2024. 725 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Raymond James Financial Services Advisors held 26,587 shares of HubSpot worth $14.1M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,820 HubSpot shares in Q3 2024, an estimated $914K.
  • HubSpot made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #710 holding.
  • Raymond James Financial Services Advisors first reported a position in HubSpot in Q2 2018 and has held it in 26 quarters since.
  • Raymond James Financial Services Advisors's HubSpot position peaked at $14.6M in Q2 2024.
  • 725 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.