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
2023 Q2	–	Sell	-400	Closed	-$172	–	642
2023 Q1	$172	Buy	+400	New	+$146K	﹤0.01%	621

Other funds holding HUBS

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 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.