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Minot Wealth Management’s HubSpot HUBS Stock Holding History

Minot 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
2022
Q2 		– Sell
-478
Closed -$227K – 199
2022
Q1 		$227K Buy
478
+127
+36% +$61.5K 0.05% 181
2021
Q4 		$231K Sell
351
-133
-27% -$101K 0.04% 182
2021
Q3 		$327K Buy
484
+2
+0.4% +$1.29K 0.07% 152
2021
Q2 		$278K Buy
+482
New +$251K 0.06% 168

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

Minot Wealth Management's HUBS Position: Q2 2022 in Review

Minot Wealth Management sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 478 shares — an estimated $227K sold.

Minot Wealth Management first reported a position in HUBS in Q2 2021 and held it in 4 quarters. The position peaked at $327K in Q3 2021. 585 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

  • Minot Wealth Management reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 478 HubSpot shares in Q2 2022, an estimated $227K.
  • Minot Wealth Management first reported a position in HubSpot in Q2 2021 and held it in 4 quarters.
  • Minot Wealth Management's HubSpot position peaked at $327K in Q3 2021.
  • 585 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.