Milestone Investment Advisors’s HubSpot HUBS Stock Holding History

Milestone Investment 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
2023 Q2	–	Sell	-7	Closed	-$3K	–	257
2023 Q1	$3K	Buy	+7	New	+$2.55K	﹤0.01%	348

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Milestone Investment Advisors's HUBS Position: Q2 2023 in Review

Milestone Investment Advisors sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 7 shares — an estimated $3K sold.

Milestone Investment Advisors first reported a position in HUBS in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

Milestone Investment Advisors reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
Milestone Investment Advisors sold 7 HubSpot shares in Q2 2023, an estimated $3K.
Milestone Investment Advisors first reported a position in HubSpot in Q1 2023 and held it in 1 quarter.
Milestone Investment Advisors's HubSpot position peaked at $3K in Q1 2023.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.