BDO Wealth Advisors’s HubSpot HUBS Stock Holding History

BDO Wealth 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
2023 Q2	$10.6K	Hold	20	–	–	﹤0.01%	687
2023 Q1	$8.57K	Hold	20	–	–	﹤0.01%	731
2022 Q4	$5.78K	Hold	20	–	–	﹤0.01%	751
2022 Q3	$5K	Hold	20	–	–	﹤0.01%	812
2022 Q2	$6K	Hold	20	–	–	﹤0.01%	760
2022 Q1	$9K	Hold	20	–	–	﹤0.01%	751
2021 Q4	$13K	Hold	20	–	–	﹤0.01%	700
2021 Q3	$14K	Buy	+20	New	+$12.9K	﹤0.01%	673
2020 Q1	–	Sell	-23	Closed	-$4K	–	779
2019 Q4	$4K	Hold	23	–	–	﹤0.01%	516
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	577
2019 Q2	$4K	Hold	23	–	–	﹤0.01%	527
2019 Q1	$4K	Buy	+23	New	+$3.64K	﹤0.01%	501

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

BDO Wealth Advisors's HUBS Position: Q2 2023 in Review

BDO Wealth Advisors held its HubSpot (HUBS) position steady in Q2 2023 at 20 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

BDO Wealth Advisors first reported a position in HUBS in Q1 2019 and has held it in 12 quarters since. The position peaked at $14K in Q3 2021. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

BDO Wealth Advisors held 20 shares of HubSpot worth $10.6K as of Q2 2023.
BDO Wealth Advisors left its HubSpot share count unchanged in Q2 2023.
HubSpot made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #687 holding.
BDO Wealth Advisors first reported a position in HubSpot in Q1 2019 and has held it in 12 quarters since.
BDO Wealth Advisors's HubSpot position peaked at $14K in Q3 2021.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.