Prio Wealth Limited Partnership’s HubSpot HUBS Stock Holding History

Prio Wealth Limited Partnership’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	-707	Closed	-$213K	–	251
2022 Q2	$213K	Hold	707	–	–	0.01%	243
2022 Q1	$336K	Sell	707 -450	-39%	-$218K	0.01%	223
2021 Q4	$763K	Hold	1,157	–	–	0.02%	162
2021 Q3	$782K	Hold	1,157	–	–	0.03%	160
2021 Q2	$674K	Hold	1,157	–	–	0.02%	165
2021 Q1	$526K	Hold	1,157	–	–	0.02%	180
2020 Q4	$459K	Hold	1,157	–	–	0.02%	194
2020 Q3	$338K	Buy	+1,157	New	+$303K	0.01%	203
2018 Q3	–	Sell	-1,657	Closed	-$207K	–	242
2018 Q2	$207K	Buy	+1,657	New	+$196K	0.01%	233

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

Prio Wealth Limited Partnership's HUBS Position: Q3 2022 in Review

Prio Wealth Limited Partnership sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 707 shares — an estimated $213K sold.

Prio Wealth Limited Partnership first reported a position in HUBS in Q2 2018 and held it in 9 quarters. The position peaked at $782K in Q3 2021. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

Prio Wealth Limited Partnership reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
Prio Wealth Limited Partnership sold 707 HubSpot shares in Q3 2022, an estimated $213K.
Prio Wealth Limited Partnership first reported a position in HubSpot in Q2 2018 and held it in 9 quarters.
Prio Wealth Limited Partnership's HubSpot position peaked at $782K in Q3 2021.
567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2022, filed 27 Feb 2023.