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Valeo Financial Advisors’s HubSpot HUBS Stock Holding History

Valeo 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
Q3 		– Sell
-827
Closed -$488K – 719
2024
Q2 		$488K Sell
827
-9
-1% -$5.52K 0.02% 390
2024
Q1 		$545K Buy
836
+12
+1% +$7.21K 0.02% 354
2023
Q4 		$478K Sell
824
-164
-17% -$78.9K 0.02% 380
2023
Q3 		$487K Sell
988
-107
-10% -$55.9K 0.02% 340
2023
Q2 		$583K Sell
1,095
-397
-27% -$186K 0.03% 287
2023
Q1 		$640K Buy
1,492
+24
+2% +$8.76K 0.03% 283
2022
Q4 		$424K Sell
1,468
-93
-6% -$26.4K 0.02% 306
2022
Q3 		$422K Sell
1,561
-100
-6% -$31.8K 0.03% 284
2022
Q2 		$499K Buy
1,661
+98
+6% +$35.8K 0.03% 251
2022
Q1 		$742K Buy
1,563
+73
+5% +$35.4K 0.04% 247
2021
Q4 		$982K Buy
1,490
+1,144
+331% +$865K 0.05% 194
2021
Q3 		$234K Buy
+346
New +$223K 0.01% 457
2021
Q2 		– Sell
-409
Closed -$186K – 1090
2021
Q1 		$186K Buy
409
+35
+9% +$15.4K 0.01% 458
2020
Q4 		$148K Buy
374
+175
+88% +$61.4K 0.01% 478
2020
Q3 		$58K Buy
199
+25
+14% +$6.55K 0.01% 614
2020
Q2 		$39K Sell
174
-450
-72% -$80.9K ﹤0.01% 817
2020
Q1 		$88K Buy
624
+246
+65% +$40.9K 0.01% 455
2019
Q4 		$60K Sell
378
-100
-21% -$15.3K 0.01% 581
2019
Q3 		$72K Buy
478
+303
+173% +$54.5K 0.01% 508
2019
Q2 		$30K Hold
175
– – ﹤0.01% 736
2019
Q1 		$29K Sell
175
-13
-7% -$2.06K ﹤0.01% 678
2018
Q4 		$24K Hold
188
– – ﹤0.01% 655
2018
Q3 		$25K Hold
188
– – ﹤0.01% 703
2018
Q2 		$25K Hold
188
– – ﹤0.01% 696
2018
Q1 		$20K Sell
188
-617
-77% -$64.3K ﹤0.01% 712
2017
Q4 		$71K Buy
805
+600
+293% +$50.4K 0.01% 409
2017
Q3 		$17K Buy
+205
New +$14.7K ﹤0.01% 587

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's HUBS Position: Q3 2024 in Review

Valeo Financial Advisors sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 827 shares — an estimated $488K sold.

Valeo Financial Advisors first reported a position in HUBS in Q3 2017 and held it in 27 quarters. The position peaked at $982K in Q4 2021. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Valeo Financial Advisors reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 827 HubSpot shares in Q3 2024, an estimated $488K.
  • Valeo Financial Advisors first reported a position in HubSpot in Q3 2017 and held it in 27 quarters.
  • Valeo Financial Advisors's HubSpot position peaked at $982K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.