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B. Riley Wealth Management’s HubSpot HUBS Stock Holding History

B. Riley 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 		$244K Buy
813
+80
+11% +$29.2K 0.03% 501
2022
Q1 		$348K Buy
733
+351
+92% +$170K 0.03% 413
2021
Q4 		$252K Sell
382
-3
-0.8% -$2.27K 0.02% 520
2021
Q3 		$260K Buy
+385
New +$248K 0.02% 491

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

B. Riley Wealth Management's HUBS Position: Q2 2022 in Review

B. Riley Wealth Management increased its HubSpot (HUBS) stake by 11% in Q2 2022, buying an estimated $29.2K and bringing the position to 813 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #501.

B. Riley Wealth Management first reported a position in HUBS in Q3 2021 and has held it in 4 quarters since. The position peaked at $348K in Q1 2022. 585 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • B. Riley Wealth Management held 813 shares of HubSpot worth $244K as of Q2 2022.
  • B. Riley Wealth Management bought 80 HubSpot shares in Q2 2022, an estimated $29.2K.
  • HubSpot made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #501 holding.
  • B. Riley Wealth Management first reported a position in HubSpot in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's HubSpot position peaked at $348K in Q1 2022.
  • 585 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.