Confluence Wealth Services’s HubSpot HUBS Stock Holding History

Confluence Wealth 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 Q1	–	Sell	-47	Closed	-$30K	–	642
2021 Q4	$30K	Buy	+47	New	+$35.6K	0.01%	610

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 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

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

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

Confluence Wealth Services's HUBS Position: Q1 2022 in Review

Confluence Wealth Services sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 47 shares — an estimated $30K sold.

Confluence Wealth Services first reported a position in HUBS in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

Confluence Wealth Services reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 47 HubSpot shares in Q1 2022, an estimated $30K.
Confluence Wealth Services first reported a position in HubSpot in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's HubSpot position peaked at $30K in Q4 2021.
628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.