Accurate Wealth Management’s HubSpot HUBS Stock Holding History

Accurate 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
2023 Q1	–	Sell	-52	Closed	-$15K	–	774
2022 Q4	$15K	Buy	+52	New	+$14.7K	0.01%	762

Other funds holding HUBS

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

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

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

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

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accurate Wealth Management's HUBS Position: Q1 2023 in Review

Accurate Wealth Management sold out of HubSpot (HUBS) in Q1 2023, closing a stake of 52 shares — an estimated $15K sold.

Accurate Wealth Management first reported a position in HUBS in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 636 funds tracked by Wall St. Rank hold HUBS as of Q1 2023.

Accurate Wealth Management reported no remaining HubSpot position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 52 HubSpot shares in Q1 2023, an estimated $15K.
Accurate Wealth Management first reported a position in HubSpot in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's HubSpot position peaked at $15K in Q4 2022.
636 funds tracked by Wall St. Rank held HubSpot as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.