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RE Dickinson Investment Advisors’s HubSpot HUBS Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-14
Closed -$7K – 246
2023
Q3 		$7K Buy
14
+2
+17% +$1.04K ﹤0.01% 187
2023
Q2 		$6K Hold
12
– – ﹤0.01% 274
2023
Q1 		$5K Hold
12
– – ﹤0.01% 305
2022
Q4 		$3K Hold
12
– – ﹤0.01% 317
2022
Q3 		$3K Hold
12
– – ﹤0.01% 199
2022
Q2 		$4 Hold
12
– – ﹤0.01% 213
2022
Q1 		$6K Buy
12
+6
+100% +$2.91K ﹤0.01% 202
2021
Q4 		$4K Buy
+6
New +$4.54K ﹤0.01% 222

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RE Dickinson Investment Advisors's HUBS Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of HubSpot (HUBS) in Q4 2023, closing a stake of 14 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in HUBS in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q3 2023. 706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining HubSpot position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 14 HubSpot shares in Q4 2023, an estimated $7K.
  • RE Dickinson Investment Advisors first reported a position in HubSpot in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's HubSpot position peaked at $7K in Q3 2023.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.