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Laurel Wealth Advisors (California)’s HubSpot HUBS Stock Holding History

Laurel Wealth Advisors (California)’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 		$341K Sell
1,178
-50
-4% -$14.2K 0.03% 462
2022
Q3 		$332K Buy
1,228
+293
+31% +$93.1K 0.04% 454
2022
Q2 		$281K Sell
935
-116
-11% -$42.4K 0.03% 514
2022
Q1 		$500K Buy
+1,051
New +$509K 0.04% 411

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
ClearBridge Investments
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HUBS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its HubSpot (HUBS) stake by 4.1% in Q4 2022, selling an estimated $14.2K and leaving 1,178 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #462.

Laurel Wealth Advisors (California) first reported a position in HUBS in Q1 2022 and has held it in 4 quarters since. The position peaked at $500K in Q1 2022. 575 funds tracked by Wall St. Rank hold HUBS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,178 shares of HubSpot worth $341K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 50 HubSpot shares in Q4 2022, an estimated $14.2K.
  • HubSpot made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #462 holding.
  • Laurel Wealth Advisors (California) first reported a position in HubSpot in Q1 2022 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s HubSpot position peaked at $500K in Q1 2022.
  • 575 funds tracked by Wall St. Rank held HubSpot as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.