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Resurgent Financial Advisors’s HubSpot HUBS Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-63
Closed -$36.6K – 314
2023
Q4 		$36.6K Buy
63
+8
+15% +$3.85K 0.02% 391
2023
Q3 		$27.1K Sell
55
-1
-2% -$522 0.02% 434
2023
Q2 		$29.8K Buy
56
+1
+2% +$469 0.02% 429
2023
Q1 		$23.6K Buy
+55
New +$20.1K 0.02% 454

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Resurgent Financial Advisors's HUBS Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 63 shares — an estimated $36.6K sold.

Resurgent Financial Advisors first reported a position in HUBS in Q1 2023 and held it in 4 quarters. The position peaked at $36.6K in Q4 2023. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 63 HubSpot shares in Q1 2024, an estimated $36.6K.
  • Resurgent Financial Advisors first reported a position in HubSpot in Q1 2023 and held it in 4 quarters.
  • Resurgent Financial Advisors's HubSpot position peaked at $36.6K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.