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HUBS icon

Veritable’s HubSpot HUBS Stock Holding History

Veritable’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
-1,187
Closed -$632K – 360
2023
Q2 		$632K Buy
1,187
+6
+0.5% +$2.81K 0.01% 481
2023
Q1 		$506K Buy
1,181
+190
+19% +$69.3K 0.01% 529
2022
Q4 		$287K Sell
991
-66
-6% -$18.7K 0.01% 677
2022
Q3 		$286K Buy
1,057
+69
+7% +$21.9K 0.01% 646
2022
Q2 		$297K Buy
988
+97
+11% +$35.4K 0.01% 685
2022
Q1 		$423K Sell
891
-100
-10% -$48.4K 0.01% 610
2021
Q4 		$653K Buy
991
+113
+13% +$85.5K 0.01% 489
2021
Q3 		$594K Buy
878
+6
+0.7% +$3.87K 0.01% 503
2021
Q2 		$508K Hold
872
– – 0.01% 538
2021
Q1 		$396K Buy
872
+4
+0.5% +$1.76K 0.01% 567
2020
Q4 		$344K Buy
+868
New +$305K 0.01% 588

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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