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Dixon Hughes Goodman Wealth Advisors’s HubSpot HUBS Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$5K Hold
11
– – ﹤0.01% 598
2021
Q4 		$7K Buy
+11
New +$8.32K ﹤0.01% 502

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's HUBS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its HubSpot (HUBS) position steady in Q1 2022 at 11 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Dixon Hughes Goodman Wealth Advisors first reported a position in HUBS in Q4 2021 and has held it in 2 quarters since. The position peaked at $7K in Q4 2021. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 11 shares of HubSpot worth $5K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its HubSpot share count unchanged in Q1 2022.
  • HubSpot made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #598 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in HubSpot in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's HubSpot position peaked at $7K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.