Oxler Private Wealth’s HubSpot HUBS Stock Holding History

Oxler Private Wealth’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 Q3	–	Sell	-35	Closed	-$10.5K	–	462
2022 Q2	$10.5K	Buy	+35	New	+$12.8K	0.01%	209
2021 Q1	–	Sell	-35	Closed	-$13K	–	163
2020 Q4	$13K	Buy	+35	New	+$12.3K	0.01%	193

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Oxler Private Wealth's HUBS Position: Q3 2022 in Review

Oxler Private Wealth sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 35 shares — an estimated $10.5K sold.

Oxler Private Wealth first reported a position in HUBS in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q4 2020. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

Oxler Private Wealth reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 35 HubSpot shares in Q3 2022, an estimated $10.5K.
Oxler Private Wealth first reported a position in HubSpot in Q4 2020 and held it in 2 quarters.
Oxler Private Wealth's HubSpot position peaked at $13K in Q4 2020.
567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.