Northeast Financial Consultants’s HubSpot HUBS Stock Holding History

Northeast Financial Consultants’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	-2,095	Closed	-$898K	–	309
2023 Q1	$898K	Buy	+2,095	New	+$765K	0.06%	149
2022 Q4	–	Sell	-2,057	Closed	-$556K	–	335
2022 Q3	$556K	Buy	2,057 +169	+9%	+$53.7K	0.04%	175
2022 Q2	$568K	Buy	1,888 +319	+20%	+$117K	0.04%	176
2022 Q1	$745K	Buy	1,569 +525	+50%	+$254K	0.04%	182
2021 Q4	$688K	Buy	1,044 +181	+21%	+$137K	0.04%	189
2021 Q3	$583K	Buy	+863	New	+$556K	0.04%	206

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

Northeast Financial Consultants's HUBS Position: Q2 2023 in Review

Northeast Financial Consultants sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 2,095 shares — an estimated $898K sold.

Northeast Financial Consultants first reported a position in HUBS in Q3 2021 and held it in 6 quarters. The position peaked at $898K in Q1 2023. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

Northeast Financial Consultants reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
Northeast Financial Consultants sold 2,095 HubSpot shares in Q2 2023, an estimated $898K.
Northeast Financial Consultants first reported a position in HubSpot in Q3 2021 and held it in 6 quarters.
Northeast Financial Consultants's HubSpot position peaked at $898K in Q1 2023.
681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.