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Advisor Partners II’s HubSpot HUBS Stock Holding History

Advisor Partners II’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
Q3 		$928K Buy
1,885
+314
+20% +$164K 0.04% 505
2023
Q2 		$836K Buy
1,571
+821
+109% +$385K 0.04% 442
2023
Q1 		$322K Buy
+750
New +$274K 0.02% 703

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Advisor Partners II's HUBS Position: Q3 2023 in Review

Advisor Partners II increased its HubSpot (HUBS) stake by 20% in Q3 2023, buying an estimated $164K and bringing the position to 1,885 shares worth $928K. The position accounts for 0.04% of the portfolio, ranked #505.

Advisor Partners II first reported a position in HUBS in Q1 2023 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Advisor Partners II held 1,885 shares of HubSpot worth $928K as of Q3 2023.
  • Advisor Partners II bought 314 HubSpot shares in Q3 2023, an estimated $164K.
  • HubSpot made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #505 holding.
  • Advisor Partners II first reported a position in HubSpot in Q1 2023 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.