AJ Wealth Strategies’s HubSpot HUBS Stock Holding History

AJ Wealth Strategies’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 Q2	$602K	Buy	1,131 +11	+1%	+$5.16K	0.03%	169
2023 Q1	$480K	Hold	1,120	–	–	0.03%	181
2022 Q4	$324K	Hold	1,120	–	–	0.02%	223
2022 Q3	$303K	Hold	1,120	–	–	0.02%	236
2022 Q2	$337K	Hold	1,120	–	–	0.02%	227
2022 Q1	$532K	Hold	1,120	–	–	0.03%	194
2021 Q4	$738K	Sell	1,120 -225	-17%	-$170K	0.04%	159
2021 Q3	$909K	Sell	1,345 -350	-21%	-$225K	0.05%	135
2021 Q2	$988K	Sell	1,695 -527	-24%	-$275K	0.06%	127
2021 Q1	$1.01M	Sell	2,222 -423	-16%	-$186K	0.07%	117
2020 Q4	$1.05M	Hold	2,645	–	–	0.09%	103
2020 Q3	$773K	Buy	+2,645	New	+$693K	0.08%	105

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

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

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

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

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

ACA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AJ Wealth Strategies's HUBS Position: Q2 2023 in Review

AJ Wealth Strategies increased its HubSpot (HUBS) stake by 0.98% in Q2 2023, buying an estimated $5.16K and bringing the position to 1,131 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #169.

AJ Wealth Strategies first reported a position in HUBS in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2020. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

AJ Wealth Strategies held 1,131 shares of HubSpot worth $602K as of Q2 2023.
AJ Wealth Strategies bought 11 HubSpot shares in Q2 2023, an estimated $5.16K.
HubSpot made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #169 holding.
AJ Wealth Strategies first reported a position in HubSpot in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's HubSpot position peaked at $1.05M in Q4 2020.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.