Liberty Wealth Management’s HubSpot HUBS Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1	Closed	-$1K	–	580
2021 Q3	$1K	Buy	+1	New	+$644	﹤0.01%	1119

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Liberty Wealth Management's HUBS Position: Q4 2021 in Review

Liberty Wealth Management sold out of HubSpot (HUBS) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Liberty Wealth Management first reported a position in HUBS in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

Liberty Wealth Management reported no remaining HubSpot position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1 HubSpot share in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in HubSpot in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's HubSpot position peaked at $1K in Q3 2021.
661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.