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Private Wealth Strategies’s HubSpot HUBS Stock Holding History

Private Wealth Strategies’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
Q3 		– Sell
-500
Closed -$266K – 76
2023
Q2 		$266K Hold
500
– – 0.06% 61
2023
Q1 		$214K Buy
+500
New +$182K 0.05% 68

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Private Wealth Strategies's HUBS Position: Q3 2023 in Review

Private Wealth Strategies sold out of HubSpot (HUBS) in Q3 2023, closing a stake of 500 shares — an estimated $266K sold.

Private Wealth Strategies first reported a position in HUBS in Q1 2023 and held it in 2 quarters. The position peaked at $266K in Q2 2023. 678 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • Private Wealth Strategies reported no remaining HubSpot position as of Q3 2023 after selling out during the quarter.
  • Private Wealth Strategies sold 500 HubSpot shares in Q3 2023, an estimated $266K.
  • Private Wealth Strategies first reported a position in HubSpot in Q1 2023 and held it in 2 quarters.
  • Private Wealth Strategies's HubSpot position peaked at $266K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Private Wealth Strategies's 13F filing for Q3 2023, filed 10 Oct 2023.