Janiczek Wealth Management’s HubSpot HUBS Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.18K	Hold	2	–	–	﹤0.01%	912
2024 Q1	$1.25K	Hold	2	–	–	﹤0.01%	910
2023 Q4	$1.16K	Hold	2	–	–	﹤0.01%	915
2023 Q3	$985	Hold	2	–	–	﹤0.01%	920
2023 Q2	$1.06K	Hold	2	–	–	﹤0.01%	840
2023 Q1	$833	Hold	2	–	–	﹤0.01%	868
2022 Q4	$614	Sell	2 -4	-67%	-$1.13K	﹤0.01%	895
2022 Q3	$2K	Buy	6 +3	+100%	+$953	﹤0.01%	761
2022 Q2	$1K	Sell	3 -10	-77%	-$3.65K	﹤0.01%	871
2022 Q1	$6K	Buy	+13	New	+$6.3K	﹤0.01%	642

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janiczek Wealth Management's HUBS Position: Q2 2024 in Review

Janiczek Wealth Management held its HubSpot (HUBS) position steady in Q2 2024 at 2 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Janiczek Wealth Management first reported a position in HUBS in Q1 2022 and has held it in 10 quarters since. The position peaked at $6K in Q1 2022. 799 funds tracked by Wall St. Rank hold HUBS as of Q2 2024.

Janiczek Wealth Management held 2 shares of HubSpot worth $1.18K as of Q2 2024.
Janiczek Wealth Management left its HubSpot share count unchanged in Q2 2024.
HubSpot made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #912 holding.
Janiczek Wealth Management first reported a position in HubSpot in Q1 2022 and has held it in 10 quarters since.
Janiczek Wealth Management's HubSpot position peaked at $6K in Q1 2022.
799 funds tracked by Wall St. Rank held HubSpot as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.