TFO Wealth Partners’s HubSpot HUBS Stock Holding History

TFO Wealth Partners’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	-1	Closed	-$581	–	864
2023 Q4	$581	Hold	1	–	–	﹤0.01%	297
2023 Q3	$532	Buy	+1	New	+$522	﹤0.01%	442
2022 Q3	–	Sell	-4	Closed	-$1K	–	292
2022 Q2	$1K	Buy	+4	New	+$1.46K	﹤0.01%	417
2021 Q2	–	Sell	-150	Closed	-$68K	–	135
2021 Q1	$68K	Buy	+150	New	+$65.9K	0.02%	62

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TFO Wealth Partners's HUBS Position: Q1 2024 in Review

TFO Wealth Partners sold out of HubSpot (HUBS) in Q1 2024, closing a stake of 1 share — an estimated $581 sold.

TFO Wealth Partners first reported a position in HUBS in Q1 2021 and held it in 4 quarters. The position peaked at $68K in Q1 2021. 732 funds tracked by Wall St. Rank hold HUBS as of Q1 2024.

TFO Wealth Partners reported no remaining HubSpot position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 HubSpot share in Q1 2024, an estimated $581.
TFO Wealth Partners first reported a position in HubSpot in Q1 2021 and held it in 4 quarters.
TFO Wealth Partners's HubSpot position peaked at $68K in Q1 2021.
732 funds tracked by Wall St. Rank held HubSpot as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.