Personal Capital Advisors’s HubSpot HUBS Stock Holding History

Personal Capital 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
2022 Q2	–	Sell	-438	Closed	-$208K	–	458
2022 Q1	$208K	Buy	438 +98	+29%	+$47.5K	﹤0.01%	474
2021 Q4	$224K	Buy	340 +19	+6%	+$14.4K	﹤0.01%	505
2021 Q3	$217K	Buy	+321	New	+$207K	﹤0.01%	472
2021 Q2	–	Sell	-878	Closed	-$399K	–	496
2021 Q1	$399K	Buy	+878	New	+$386K	﹤0.01%	337

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Personal Capital Advisors's HUBS Position: Q2 2022 in Review

Personal Capital Advisors sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 438 shares — an estimated $208K sold.

Personal Capital Advisors first reported a position in HUBS in Q1 2021 and held it in 4 quarters. The position peaked at $399K in Q1 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

Personal Capital Advisors reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 438 HubSpot shares in Q2 2022, an estimated $208K.
Personal Capital Advisors first reported a position in HubSpot in Q1 2021 and held it in 4 quarters.
Personal Capital Advisors's HubSpot position peaked at $399K in Q1 2021.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.