Phoenix Wealth Advisors’s HubSpot HUBS Stock Holding History

Phoenix Wealth 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 Q3	–	Sell	-907	Closed	-$273K	–	115
2022 Q2	$273K	Sell	907 -117	-11%	-$42.7K	0.27%	88
2022 Q1	$463K	Sell	1,024 -198	-16%	-$95.9K	0.48%	53
2021 Q4	$805K	Sell	1,222 -131	-10%	-$99.1K	0.61%	44
2021 Q3	$915K	Buy	1,353 +27	+2%	+$17.4K	0.68%	40
2021 Q2	$798K	Buy	+1,326	New	+$692K	0.58%	51

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

Phoenix Wealth Advisors's HUBS Position: Q3 2022 in Review

Phoenix Wealth Advisors sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 907 shares — an estimated $273K sold.

Phoenix Wealth Advisors first reported a position in HUBS in Q2 2021 and held it in 5 quarters. The position peaked at $915K in Q3 2021. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

Phoenix Wealth Advisors reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
Phoenix Wealth Advisors sold 907 HubSpot shares in Q3 2022, an estimated $273K.
Phoenix Wealth Advisors first reported a position in HubSpot in Q2 2021 and held it in 5 quarters.
Phoenix Wealth Advisors's HubSpot position peaked at $915K in Q3 2021.
567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.