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TrinityPoint Wealth’s HubSpot HUBS Stock Holding History

TrinityPoint Wealth’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
Q4 		$206K Buy
+296
New +$190K 0.03% 320
2021
Q4 		– Sell
-329
Closed -$222K – 312
2021
Q3 		$222K Sell
329
-34
-9% -$21.9K 0.04% 282
2021
Q2 		$212K Buy
+363
New +$189K 0.04% 247

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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $10.3B AUM 29.04% 1-Year Est. Return

TrinityPoint Wealth's HUBS Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in HubSpot (HUBS) in Q4 2024: 296 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #320 among its holdings. This is a return to the name: TrinityPoint Wealth previously reported a position in HUBS as recently as Q3 2021.

TrinityPoint Wealth first reported a position in HUBS in Q2 2021 and has held it in 3 quarters since. The position peaked at $222K in Q3 2021. 798 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • TrinityPoint Wealth held 296 shares of HubSpot worth $206K as of Q4 2024.
  • HubSpot was a new TrinityPoint Wealth position in Q4 2024.
  • HubSpot made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #320 holding.
  • TrinityPoint Wealth first reported a position in HubSpot in Q2 2021 and has held it in 3 quarters since.
  • TrinityPoint Wealth's HubSpot position peaked at $222K in Q3 2021.
  • 798 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.