Insight Wealth Strategies’s HubSpot HUBS Stock Holding History

Insight Wealth Strategies’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	–	Sell	-3,359	Closed	-$1.01M	–	142
2022 Q3	$1.01M	Hold	3,359	–	–	0.19%	96
2022 Q2	$1.01M	Buy	3,359 +182	+6%	+$66.5K	0.19%	96
2022 Q1	$1.51M	Buy	3,177 +286	+10%	+$139K	0.22%	73
2021 Q4	$1.91M	Sell	2,891 -569	-16%	-$430K	0.27%	53
2021 Q3	$2.34M	Sell	3,460 -62	-2%	-$39.9K	0.33%	40
2021 Q2	$2.05M	Sell	3,522 -1,814	-34%	-$946K	0.29%	42
2021 Q1	$2.42M	Buy	5,336 +201	+4%	+$88.3K	0.32%	42
2020 Q4	$2.04M	Sell	5,135 -406	-7%	-$142K	0.35%	38
2020 Q3	$1.62M	Buy	5,541 +1,282	+30%	+$336K	0.3%	39
2020 Q2	$956K	Sell	4,259 -27	-0.6%	-$4.86K	0.21%	50
2020 Q1	$571K	Sell	4,286 -8,808	-67%	-$1.46M	0.15%	64
2019 Q4	$2.08M	Buy	13,094 +466	+4%	+$71.3K	0.44%	41
2019 Q3	$1.92M	Buy	12,628 +1,726	+16%	+$310K	0.45%	41
2019 Q2	$1.86M	Buy	+10,902	New	+$1.9M	0.45%	36

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

Insight Wealth Strategies's HUBS Position: Q4 2022 in Review

Insight Wealth Strategies sold out of HubSpot (HUBS) in Q4 2022, closing a stake of 3,359 shares — an estimated $1.01M sold.

Insight Wealth Strategies first reported a position in HUBS in Q2 2019 and held it in 14 quarters. The position peaked at $2.42M in Q1 2021. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

Insight Wealth Strategies reported no remaining HubSpot position as of Q4 2022 after selling out during the quarter.
Insight Wealth Strategies sold 3,359 HubSpot shares in Q4 2022, an estimated $1.01M.
Insight Wealth Strategies first reported a position in HubSpot in Q2 2019 and held it in 14 quarters.
Insight Wealth Strategies's HubSpot position peaked at $2.42M in Q1 2021.
575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.