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Baron Silver Stevens Financial Advisors’s HubSpot HUBS Stock Holding History

Baron Silver Stevens Financial 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 		– Sell
-2,316
Closed -$696K – 122
2022
Q2 		$696K Buy
+2,316
New +$846K 0.18% 45

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's HUBS Position: Q3 2022 in Review

Baron Silver Stevens Financial Advisors sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 2,316 shares — an estimated $696K sold.

Baron Silver Stevens Financial Advisors first reported a position in HUBS in Q2 2022 and held it in 1 quarter. The position peaked at $696K in Q2 2022. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 2,316 HubSpot shares in Q3 2022, an estimated $696K.
  • Baron Silver Stevens Financial Advisors first reported a position in HubSpot in Q2 2022 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's HubSpot position peaked at $696K in Q2 2022.
  • 567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.