Reilly Financial Advisors’s HubSpot HUBS Stock Holding History

Reilly Financial 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
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	1065
2021 Q3	$1K	Buy	+2	New	+$1.29K	﹤0.01%	895

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 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

Reilly Financial Advisors's HUBS Position: Q4 2021 in Review

Reilly Financial Advisors held its HubSpot (HUBS) position steady in Q4 2021 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Reilly Financial Advisors first reported a position in HUBS in Q3 2021 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

Reilly Financial Advisors held 2 shares of HubSpot worth $1K as of Q4 2021.
Reilly Financial Advisors left its HubSpot share count unchanged in Q4 2021.
HubSpot made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1065 holding.
Reilly Financial Advisors first reported a position in HubSpot in Q3 2021 and has held it in 2 quarters since.
662 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.