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Western Financial Corp’s HubSpot HUBS Stock Holding History

Western Financial Corp’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
-1,745
Closed -$1.03M – 126
2024
Q2 		$1.03M Buy
1,745
+151
+9% +$92.6K 0.62% 44
2024
Q1 		$999K Buy
1,594
+270
+20% +$162K 0.61% 45
2023
Q4 		$769K Buy
1,324
+41
+3% +$19.7K 0.51% 53
2023
Q3 		$632K Buy
+1,283
New +$670K 0.46% 70

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

Western Financial Corp's HUBS Position: Q3 2024 in Review

Western Financial Corp sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 1,745 shares — an estimated $1.03M sold.

Western Financial Corp first reported a position in HUBS in Q3 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

  • Western Financial Corp reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
  • Western Financial Corp sold 1,745 HubSpot shares in Q3 2024, an estimated $1.03M.
  • Western Financial Corp first reported a position in HubSpot in Q3 2023 and held it in 4 quarters.
  • Western Financial Corp's HubSpot position peaked at $1.03M in Q2 2024.
  • 724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Western Financial Corp's 13F filing for Q3 2024, filed 21 Oct 2024.