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Lenox Wealth Advisors’s HubSpot HUBS Stock Holding History

Lenox Wealth Advisors’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
Q1 		$2K Buy
+4
New +$1.94K ﹤0.01% 645
2020
Q2 		– Sell
-23
Closed -$3K – 681
2020
Q1 		$3K Buy
+23
New +$3.82K ﹤0.01% 508

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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lenox Wealth Advisors's HUBS Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in HubSpot (HUBS) in Q1 2022: 4 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in HUBS as recently as Q1 2020.

Lenox Wealth Advisors first reported a position in HUBS in Q1 2020 and has held it in 2 quarters since. The position peaked at $3K in Q1 2020. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Lenox Wealth Advisors held 4 shares of HubSpot worth $2K as of Q1 2022.
  • HubSpot was a new Lenox Wealth Advisors position in Q1 2022.
  • HubSpot made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #645 holding.
  • Lenox Wealth Advisors first reported a position in HubSpot in Q1 2020 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's HubSpot position peaked at $3K in Q1 2020.
  • 628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.