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Money Concepts Capital’s HubSpot HUBS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-26
Closed -$7.52K – 1590
2022
Q4 		$7.52K Buy
26
+18
+225% +$5.1K ﹤0.01% 2160
2022
Q3 		$2K Hold
8
– – ﹤0.01% 1390
2022
Q2 		$3K Sell
8
-23
-74% -$8.4K ﹤0.01% 1260
2022
Q1 		$15K Sell
31
-555
-95% -$269K ﹤0.01% 1737
2021
Q4 		$386K Buy
+586
New +$443K 0.03% 354

Other funds holding HUBS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Concepts Capital's HUBS Position: Q1 2023 in Review

Money Concepts Capital sold out of HubSpot (HUBS) in Q1 2023, closing a stake of 26 shares — an estimated $7.52K sold.

Money Concepts Capital first reported a position in HUBS in Q4 2021 and held it in 5 quarters. The position peaked at $386K in Q4 2021. 636 funds tracked by Wall St. Rank hold HUBS as of Q1 2023.

  • Money Concepts Capital reported no remaining HubSpot position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 26 HubSpot shares in Q1 2023, an estimated $7.52K.
  • Money Concepts Capital first reported a position in HubSpot in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's HubSpot position peaked at $386K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held HubSpot as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.