First Foundation Advisors’s HubSpot HUBS Stock Holding History

First Foundation 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 Q2	–	Sell	-1,086	Closed	-$516K	–	420
2022 Q1	$516K	Buy	1,086 +3	+0.3%	+$1.45K	0.02%	254
2021 Q4	$714K	Buy	1,083 +11	+1%	+$8.32K	0.02%	230
2021 Q3	$725K	Buy	1,072 +30	+3%	+$19.3K	0.03%	229
2021 Q2	$607K	Buy	1,042 +176	+20%	+$91.8K	0.02%	260
2021 Q1	$393K	Buy	866 +216	+33%	+$94.9K	0.02%	302
2020 Q4	$258K	Buy	+650	New	+$228K	0.01%	353

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

First Foundation Advisors's HUBS Position: Q2 2022 in Review

First Foundation Advisors sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 1,086 shares — an estimated $516K sold.

First Foundation Advisors first reported a position in HUBS in Q4 2020 and held it in 6 quarters. The position peaked at $725K in Q3 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

First Foundation Advisors reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 1,086 HubSpot shares in Q2 2022, an estimated $516K.
First Foundation Advisors first reported a position in HubSpot in Q4 2020 and held it in 6 quarters.
First Foundation Advisors's HubSpot position peaked at $725K in Q3 2021.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.