9258 Wealth Management’s HubSpot HUBS Stock Holding History

9258 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
2022 Q2	–	Sell	-507	Closed	-$241K	–	345
2022 Q1	$241K	Sell	507 -17	-3%	-$8.24K	0.06%	318
2021 Q4	$345K	Buy	524 +48	+10%	+$36.3K	0.08%	261
2021 Q3	$322K	Buy	476 +40	+9%	+$25.8K	0.09%	242
2021 Q2	$254K	Buy	+436	New	+$227K	0.07%	291

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

9258 Wealth Management's HUBS Position: Q2 2022 in Review

9258 Wealth Management sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 507 shares — an estimated $241K sold.

9258 Wealth Management first reported a position in HUBS in Q2 2021 and held it in 4 quarters. The position peaked at $345K in Q4 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

9258 Wealth Management reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 507 HubSpot shares in Q2 2022, an estimated $241K.
9258 Wealth Management first reported a position in HubSpot in Q2 2021 and held it in 4 quarters.
9258 Wealth Management's HubSpot position peaked at $345K in Q4 2021.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.