IMA Advisory Services’s HubSpot HUBS Stock Holding History

IMA Advisory Services’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 Q2	–	Sell	-1	Closed	-$429	–	305
2023 Q1	$429	Hold	1	–	–	﹤0.01%	289
2022 Q4	$289	Hold	1	–	–	﹤0.01%	322
2022 Q3	$0	Buy	+1	New	+$318	﹤0.01%	376

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ACA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IMA Advisory Services's HUBS Position: Q2 2023 in Review

IMA Advisory Services sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 1 share — an estimated $429 sold.

IMA Advisory Services first reported a position in HUBS in Q3 2022 and held it in 3 quarters. The position peaked at $429 in Q1 2023. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

IMA Advisory Services reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
IMA Advisory Services sold 1 HubSpot share in Q2 2023, an estimated $429.
IMA Advisory Services first reported a position in HubSpot in Q3 2022 and held it in 3 quarters.
IMA Advisory Services's HubSpot position peaked at $429 in Q1 2023.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on IMA Advisory Services's 13F filing for Q2 2023, filed 15 Aug 2023.