A detailed history of Icon Wealth Advisors, LLC transactions in Hubspot Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 681 shares of HUBS stock, worth $397,799. This represents 0.04% of its overall portfolio holdings.

Number of Shares
681
Previous 714 4.62%
Holding current value
$397,799
Previous $414,000 2.9%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$530.25 - $646.63 $17,498 - $21,338
-33 Reduced 4.62%
681 $426,000
Q4 2023

Feb 14, 2024

SELL
$410.93 - $589.05 $32,463 - $46,534
-79 Reduced 9.96%
714 $414,000
Q4 2022

Feb 14, 2023

SELL
$252.15 - $313.48 $4,034 - $5,015
-16 Reduced 1.98%
793 $229,000
Q3 2022

Jan 25, 2023

BUY
$263.97 - $407.07 $213,551 - $329,319
809 New
809 $219,000

Others Institutions Holding HUBS

About HUBSPOT INC


  • Ticker HUBS
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,019,200
  • Market Cap $28B
  • Description
  • HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes marketing, sales, service, and content management systems, as well as integrated applications, such as search engine optimization, blogging, website content managem...
More about HUBS
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.