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Bedel Financial Consulting’s HubSpot HUBS Stock Holding History

Bedel Financial Consulting’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 		– Sell
-10
Closed -$5K – 488
2022
Q1 		$5K Buy
10
+3
+43% +$1.45K ﹤0.01% 763
2021
Q4 		$5K Hold
7
– – ﹤0.01% 777
2021
Q3 		$5K Hold
7
– – ﹤0.01% 772
2021
Q2 		$4K Hold
7
– – ﹤0.01% 808
2021
Q1 		$3K Sell
7
-2
-22% -$879 ﹤0.01% 801
2020
Q4 		$4K Hold
9
– – ﹤0.01% 681
2020
Q3 		$3K Buy
9
+4
+80% +$1.05K ﹤0.01% 675
2020
Q2 		$1K Hold
5
– – ﹤0.01% 736
2020
Q1 		$1K Hold
5
– – ﹤0.01% 744
2019
Q4 		$1K Hold
5
– – ﹤0.01% 728
2019
Q3 		$1K Buy
+5
New +$899 ﹤0.01% 708

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Bedel Financial Consulting's HUBS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 10 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in HUBS in Q3 2019 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • Bedel Financial Consulting reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 10 HubSpot shares in Q2 2022, an estimated $5K.
  • Bedel Financial Consulting first reported a position in HubSpot in Q3 2019 and held it in 11 quarters.
  • Bedel Financial Consulting's HubSpot position peaked at $5K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.