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Washington Trust Advisors’s HubSpot HUBS Stock Holding History

Washington Trust 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
Q4 		– Sell
-41
Closed -$26.4K – 670
2024
Q3 		$21.8K Hold
41
– – ﹤0.01% 402
2024
Q2 		$24.2K Sell
41
-18
-31% -$11K ﹤0.01% 387
2024
Q1 		$37K Hold
59
– – ﹤0.01% 349
2023
Q4 		$34.3K Hold
59
– – ﹤0.01% 351
2023
Q3 		$29.1K Hold
59
– – ﹤0.01% 360
2023
Q2 		$31.4K Sell
59
-72
-55% -$33.7K ﹤0.01% 344
2023
Q1 		$56.2K Sell
131
-3
-2% -$1.09K 0.01% 296
2022
Q4 		$38.7K Sell
134
-218
-62% -$61.8K ﹤0.01% 334
2022
Q3 		$95K Buy
352
+15
+4% +$4.76K 0.01% 287
2022
Q2 		$101K Buy
337
+86
+34% +$31.4K 0.01% 289
2022
Q1 		$119K Buy
251
+57
+29% +$27.6K 0.01% 308
2021
Q4 		$128K Buy
+194
New +$147K 0.01% 318

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Washington Trust Advisors's HUBS Position: Q4 2024 in Review

Washington Trust Advisors sold out of HubSpot (HUBS) in Q4 2024, closing a stake of 41 shares — an estimated $26.4K sold.

Washington Trust Advisors first reported a position in HUBS in Q4 2021 and held it in 12 quarters. The position peaked at $128K in Q4 2021. 796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Washington Trust Advisors reported no remaining HubSpot position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 41 HubSpot shares in Q4 2024, an estimated $26.4K.
  • Washington Trust Advisors first reported a position in HubSpot in Q4 2021 and held it in 12 quarters.
  • Washington Trust Advisors's HubSpot position peaked at $128K in Q4 2021.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.