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Kaizen Financial Strategies’s HubSpot HUBS Stock Holding History

Kaizen Financial 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
Q2 		– Sell
-430
Closed -$204K – 129
2022
Q1 		$204K Buy
430
+30
+8% +$14.5K 0.16% 126
2021
Q4 		$264K Hold
400
– – 0.2% 114
2021
Q3 		$270K Buy
+400
New +$258K 0.22% 118

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Kaizen Financial Strategies's HUBS Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 430 shares — an estimated $204K sold.

Kaizen Financial Strategies first reported a position in HUBS in Q3 2021 and held it in 3 quarters. The position peaked at $270K in Q3 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 430 HubSpot shares in Q2 2022, an estimated $204K.
  • Kaizen Financial Strategies first reported a position in HubSpot in Q3 2021 and held it in 3 quarters.
  • Kaizen Financial Strategies's HubSpot position peaked at $270K in Q3 2021.
  • 584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.