Fiduciary Alliance’s HubSpot HUBS Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-11	Closed	-$5.85K	–	501
2023 Q2	$5.85K	Buy	+11	New	+$5.16K	﹤0.01%	665
2023 Q1	–	Sell	-8	Closed	-$2.31K	–	447
2022 Q4	$2.31K	Buy	+8	New	+$2.27K	﹤0.01%	668

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Fiduciary Alliance's HUBS Position: Q3 2023 in Review

Fiduciary Alliance sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 11 shares — an estimated $5.85K sold.

Fiduciary Alliance first reported a position in HUBS in Q4 2022 and held it in 2 quarters. The position peaked at $5.85K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Fiduciary Alliance reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 11 HubSpot shares in Q3 2023, an estimated $5.85K.
Fiduciary Alliance first reported a position in HubSpot in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's HubSpot position peaked at $5.85K in Q2 2023.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.