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VitalStone Financial’s HubSpot HUBS Stock Holding History

VitalStone Financial’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 		$1.06K Hold
2
– – ﹤0.01% 418
2024
Q2 		$1.18K Hold
2
– – ﹤0.01% 415
2024
Q1 		$1K Hold
2
– – ﹤0.01% 431
2023
Q4 		$1K Hold
2
– – ﹤0.01% 447
2023
Q3 		$1K Hold
2
– – ﹤0.01% 418
2023
Q2 		$1K Hold
2
– – ﹤0.01% 844
2023
Q1 		$1K Hold
2
– – ﹤0.01% 330
2022
Q4 		$1K Buy
+2
New +$567 ﹤0.01% 479

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

VitalStone Financial's HUBS Position: Q3 2024 in Review

VitalStone Financial held its HubSpot (HUBS) position steady in Q3 2024 at 2 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

VitalStone Financial first reported a position in HUBS in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.18K in Q2 2024. 725 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • VitalStone Financial held 2 shares of HubSpot worth $1.06K as of Q3 2024.
  • VitalStone Financial left its HubSpot share count unchanged in Q3 2024.
  • HubSpot made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #418 holding.
  • VitalStone Financial first reported a position in HubSpot in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's HubSpot position peaked at $1.18K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.