Brewin Dolphin Wealth Management’s HubSpot HUBS Stock Holding History

Brewin Dolphin 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	$9K	Sell	30 -75	-71%	-$27.4K	﹤0.01%	288
2022 Q1	$50K	Hold	105	–	–	0.01%	194
2021 Q4	$69K	Buy	105 +30	+40%	+$22.7K	0.01%	176
2021 Q3	$50.7K	Hold	75	–	–	0.01%	193
2021 Q2	$43.7K	Hold	75	–	–	0.01%	201
2021 Q1	$34.1K	Hold	75	–	–	0.01%	216
2020 Q4	$29.7K	Buy	+75	New	+$26.3K	0.01%	203

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Brewin Dolphin Wealth Management's HUBS Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its HubSpot (HUBS) stake by 71% in Q2 2022, selling an estimated $27.4K and leaving 30 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Brewin Dolphin Wealth Management first reported a position in HUBS in Q4 2020 and has held it in 7 quarters since. The position peaked at $69K in Q4 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

Brewin Dolphin Wealth Management held 30 shares of HubSpot worth $9K as of Q2 2022.
Brewin Dolphin Wealth Management sold 75 HubSpot shares in Q2 2022, an estimated $27.4K.
HubSpot made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #288 holding.
Brewin Dolphin Wealth Management first reported a position in HubSpot in Q4 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's HubSpot position peaked at $69K in Q4 2021.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.