CFS Investment Advisory Services’s HubSpot HUBS Stock Holding History

CFS Investment Advisory Services’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	-54,618	Closed	–	–	348
2022 Q1	$0	Buy	+54,618	New	+$26.5M	﹤0.01%	465

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

CFS Investment Advisory Services's HUBS Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 54,618 shares.

CFS Investment Advisory Services first reported a position in HUBS in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

CFS Investment Advisory Services reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 54,618 HubSpot shares in Q2 2022.
CFS Investment Advisory Services first reported a position in HubSpot in Q1 2022 and held it in 1 quarter.
CFS Investment Advisory Services's HubSpot position peaked at $0 in Q1 2022.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.