BerganKDV Wealth Management’s HubSpot HUBS Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-1	Closed	-$429	–	963
2023 Q1	$429	Sell	1 -19	-95%	-$6.93K	﹤0.01%	985
2022 Q4	$5.78K	Hold	20	–	–	﹤0.01%	651
2022 Q3	$5K	Buy	20 +1	+5%	+$318	﹤0.01%	680
2022 Q2	$6K	Hold	19	–	–	﹤0.01%	670
2022 Q1	$9K	Hold	19	–	–	﹤0.01%	628
2021 Q4	$13K	Buy	+19	New	+$14.4K	﹤0.01%	616

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

BerganKDV Wealth Management's HUBS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 1 share — an estimated $429 sold.

BerganKDV Wealth Management first reported a position in HUBS in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

BerganKDV Wealth Management reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1 HubSpot share in Q2 2023, an estimated $429.
BerganKDV Wealth Management first reported a position in HubSpot in Q4 2021 and held it in 6 quarters.
BerganKDV Wealth Management's HubSpot position peaked at $13K in Q4 2021.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.