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Stonebridge Capital Advisors’s HubSpot HUBS Stock Holding History

Stonebridge Capital 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
Q3 		– Sell
-21
Closed -$11.2K – 955
2023
Q2 		$11.2K Buy
+21
New +$9.84K ﹤0.01% 604
2022
Q1 		– Sell
-7
Closed -$5K – 1052
2021
Q4 		$5K Buy
+7
New +$5.29K ﹤0.01% 735

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Stonebridge Capital Advisors's HUBS Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 21 shares — an estimated $11.2K sold.

Stonebridge Capital Advisors first reported a position in HUBS in Q4 2021 and held it in 2 quarters. The position peaked at $11.2K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 21 HubSpot shares in Q3 2023, an estimated $11.2K.
  • Stonebridge Capital Advisors first reported a position in HubSpot in Q4 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's HubSpot position peaked at $11.2K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.