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Waypoint Wealth Partners’s HubSpot HUBS Stock Holding History

Waypoint Wealth Partners’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
Q2 		– Sell
-775
Closed -$486K – 67
2024
Q1 		$486K Hold
775
– – 0.14% 45
2023
Q4 		$450K Hold
775
– – 0.14% 48
2023
Q3 		$382K Hold
775
– – 0.13% 50
2023
Q2 		$412K Hold
775
– – 0.14% 44
2023
Q1 		$332K Hold
775
– – 0.12% 48
2022
Q4 		$224K Hold
775
– – 0.09% 54
2022
Q3 		$209K Hold
775
– – 0.09% 55
2022
Q2 		$233K Buy
+775
New +$283K 0.09% 52

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Franklin Resources
Franklin Resources San Mateo, California $408B 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
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

Waypoint Wealth Partners's HUBS Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of HubSpot (HUBS) in Q2 2024, closing a stake of 775 shares — an estimated $486K sold.

Waypoint Wealth Partners first reported a position in HUBS in Q2 2022 and held it in 8 quarters. The position peaked at $486K in Q1 2024. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

  • Waypoint Wealth Partners reported no remaining HubSpot position as of Q2 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 775 HubSpot shares in Q2 2024, an estimated $486K.
  • Waypoint Wealth Partners first reported a position in HubSpot in Q2 2022 and held it in 8 quarters.
  • Waypoint Wealth Partners's HubSpot position peaked at $486K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.