Heritage Wealth Management (Arizona)’s HubSpot HUBS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$87.9K	Buy	304 +152	+100%	+$43.1K	0.01%	432
2022 Q3	$41K	Hold	152	–	–	0.01%	427
2022 Q2	$45.7K	Hold	152	–	–	0.02%	438
2022 Q1	$72K	Buy	+152	New	+$73.6K	0.02%	415
2021 Q3	$103K	Hold	152	–	–	0.04%	333
2021 Q2	$89K	Sell	152 -25	-14%	-$13K	0.03%	357
2021 Q1	$80K	Buy	+177	New	+$77.8K	0.05%	283

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

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

ACA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HUBS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its HubSpot (HUBS) stake by 100% in Q4 2022, buying an estimated $43.1K and bringing the position to 304 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #432.

Heritage Wealth Management (Arizona) first reported a position in HUBS in Q1 2021 and has held it in 7 quarters since. The position peaked at $103K in Q3 2021. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

Heritage Wealth Management (Arizona) held 304 shares of HubSpot worth $87.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 152 HubSpot shares in Q4 2022, an estimated $43.1K.
HubSpot made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #432 holding.
Heritage Wealth Management (Arizona) first reported a position in HubSpot in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s HubSpot position peaked at $103K in Q3 2021.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.