WJWM
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Williams Jones Wealth Management’s HubSpot HUBS Stock Holding History

Williams Jones Wealth Management’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
2025
Q3 		– Sell
-402
Closed -$224K – 523
2025
Q2 		$224K Hold
402
– – ﹤0.01% 463
2025
Q1 		$230K Hold
402
– – ﹤0.01% 443
2024
Q4 		$280K Hold
402
– – ﹤0.01% 421
2024
Q3 		$214K Sell
402
-10
-2% -$5.02K ﹤0.01% 484
2024
Q2 		$243K Sell
412
-42
-9% -$25.8K ﹤0.01% 447
2024
Q1 		$284K Hold
454
– – ﹤0.01% 440
2023
Q4 		$264K Hold
454
– – ﹤0.01% 437
2023
Q3 		$224K Hold
454
– – ﹤0.01% 467
2023
Q2 		$242K Buy
+454
New +$213K ﹤0.01% 451
2022
Q2 		– Sell
-450
Closed -$214K – 592
2022
Q1 		$214K Hold
450
– – ﹤0.01% 479
2021
Q4 		$297K Hold
450
– – ﹤0.01% 397
2021
Q3 		$304K Hold
450
– – ﹤0.01% 399
2021
Q2 		$262K Sell
450
-35
-7% -$18.3K ﹤0.01% 427
2021
Q1 		$220K Sell
485
-114
-19% -$50.1K ﹤0.01% 443
2020
Q4 		$237K Buy
+599
New +$210K ﹤0.01% 407

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return