American Portfolios Advisors’s HubSpot HUBS Stock Holding History

American Portfolios Advisors’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 Q3	$221K	Sell	817 -1	-0.1%	-$318	0.01%	981
2022 Q2	$246K	Buy	818 +690	+539%	+$252K	0.01%	955
2022 Q1	$60.8K	Buy	128 +1	+0.8%	+$484	﹤0.01%	1787
2021 Q4	$83.7K	Sell	127 -235	-65%	-$178K	﹤0.01%	1600
2021 Q3	$245K	Sell	362 -1	-0.3%	-$644	0.01%	1024
2021 Q2	$212K	Sell	363 -9	-2%	-$4.69K	0.01%	1078
2021 Q1	$169K	Buy	372 +4	+1%	+$1.76K	0.01%	1098
2020 Q4	$146K	Buy	368 +198	+116%	+$69.5K	0.01%	1007
2020 Q3	$49.7K	Buy	170 +11	+7%	+$2.88K	﹤0.01%	1320
2020 Q2	$35.7K	Hold	159	–	–	﹤0.01%	1414
2020 Q1	$21.2K	Sell	159 -112	-41%	-$18.6K	﹤0.01%	1514
2019 Q4	$43K	Sell	271 -25	-8%	-$3.83K	﹤0.01%	1408
2019 Q3	$44.9K	Buy	296 +100	+51%	+$18K	﹤0.01%	1324
2019 Q2	$33.4K	Buy	196 +55	+39%	+$9.6K	﹤0.01%	1444
2019 Q1	$23.4K	Buy	141 +25	+22%	+$3.96K	﹤0.01%	1536
2018 Q4	$14.6K	Buy	116 +45	+63%	+$5.9K	﹤0.01%	1488
2018 Q3	$10.7K	Hold	71	–	–	﹤0.01%	1739
2018 Q2	$8.9K	Buy	+71	New	+$8.41K	﹤0.01%	1765

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 $6.73T AUM 46.02% 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

ClearBridge Investments New York $115B AUM 24.78% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Portfolios Advisors's HUBS Position: Q3 2022 in Review

American Portfolios Advisors reduced its HubSpot (HUBS) stake by 0.12% in Q3 2022, selling an estimated $318 and leaving 817 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #981.

American Portfolios Advisors first reported a position in HUBS in Q2 2018 and has held it in 18 quarters since. The position peaked at $246K in Q2 2022. 568 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

American Portfolios Advisors held 817 shares of HubSpot worth $221K as of Q3 2022.
American Portfolios Advisors sold 1 HubSpot share in Q3 2022, an estimated $318.
HubSpot made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #981 holding.
American Portfolios Advisors first reported a position in HubSpot in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's HubSpot position peaked at $246K in Q2 2022.
568 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.