Icon Wealth Partners’s HubSpot HUBS Stock Holding History

Icon Wealth Partners’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	$373K	Buy	758 +1	+0.1%	+$522	0.04%	204
2023 Q2	$403K	Sell	757 -62	-8%	-$29.1K	0.04%	219
2023 Q1	$351K	Buy	+819	New	+$299K	0.04%	235
2022 Q2	$243K	Buy	809 +149	+23%	+$54.4K	0.03%	272
2022 Q1	$313K	Buy	660 +294	+80%	+$142K	0.03%	265
2021 Q4	$241K	Buy	366 +56	+18%	+$42.4K	0.02%	291
2021 Q3	$210K	Buy	+310	New	+$200K	0.02%	325

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

Icon Wealth Partners's HUBS Position: Q3 2023 in Review

Icon Wealth Partners increased its HubSpot (HUBS) stake by 0.13% in Q3 2023, buying an estimated $522 and bringing the position to 758 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #204.

Icon Wealth Partners first reported a position in HUBS in Q3 2021 and has held it in 7 quarters since. The position peaked at $403K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Icon Wealth Partners held 758 shares of HubSpot worth $373K as of Q3 2023.
Icon Wealth Partners bought 1 HubSpot share in Q3 2023, an estimated $522.
HubSpot made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #204 holding.
Icon Wealth Partners first reported a position in HubSpot in Q3 2021 and has held it in 7 quarters since.
Icon Wealth Partners's HubSpot position peaked at $403K in Q2 2023.
678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.