Wellington Shields & Co’s HubSpot HUBS Stock Holding History

Wellington Shields & Co’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	–	Sell	-422	Closed	-$249K	–	319
2024 Q2	$249K	Buy	+422	New	+$259K	0.08%	185

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

Wellington Shields & Co's HUBS Position: Q3 2024 in Review

Wellington Shields & Co sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 422 shares — an estimated $249K sold.

Wellington Shields & Co first reported a position in HUBS in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Wellington Shields & Co reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Wellington Shields & Co sold 422 HubSpot shares in Q3 2024, an estimated $249K.
Wellington Shields & Co first reported a position in HubSpot in Q2 2024 and held it in 1 quarter.
Wellington Shields & Co's HubSpot position peaked at $249K in Q2 2024.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Wellington Shields & Co's 13F filing for Q3 2024, filed 13 Nov 2024.