CM Wealth Advisors’s HubSpot HUBS Stock Holding History

CM 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	–	Sell	-2,937	Closed	-$1.22M	–	286
2023 Q1	$1.22M	Buy	+2,937	New	+$1.07M	0.24%	121

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

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

CM Wealth Advisors sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 2,937 shares — an estimated $1.22M sold.

CM Wealth Advisors first reported a position in HUBS in Q1 2023 and held it in 1 quarter. The position peaked at $1.22M in Q1 2023. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

CM Wealth Advisors reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 2,937 HubSpot shares in Q2 2023, an estimated $1.22M.
CM Wealth Advisors first reported a position in HubSpot in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's HubSpot position peaked at $1.22M in Q1 2023.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.