RPg Family Wealth Advisory’s HubSpot HUBS Stock Holding History

RPg Family Wealth Advisory’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	-63	Closed	-$29.9K	–	186
2022 Q1	$29.9K	Hold	63	–	–	0.01%	185
2021 Q4	$41.5K	Hold	63	–	–	0.02%	175
2021 Q3	$42.6K	Hold	63	–	–	0.02%	179
2021 Q2	$36.7K	Buy	+63	New	+$32.9K	0.01%	189
2020 Q4	$23.8K	Sell	60 -28	-32%	-$9.83K	0.01%	212
2020 Q3	$25.7K	Hold	88	–	–	0.01%	202
2020 Q2	$19.7K	Sell	88 -29	-25%	-$5.21K	0.01%	212
2020 Q1	$15.6K	Sell	117 -22	-16%	-$3.65K	0.01%	211
2019 Q4	$22K	Buy	139 +11	+9%	+$1.68K	0.01%	205
2019 Q3	$19.4K	Hold	128	–	–	0.01%	226
2019 Q2	$21.8K	Hold	128	–	–	0.01%	213
2019 Q1	$21.3K	Buy	128 +15	+13%	+$2.38K	0.01%	221
2018 Q4	$14.2K	Hold	113	–	–	0.01%	192
2018 Q3	$17.1K	Buy	113 +14	+14%	+$1.93K	0.01%	198
2018 Q2	$12.4K	Hold	99	–	–	0.01%	206
2018 Q1	$10.7K	Buy	+99	New	+$10.3K	0.01%	234

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

RPg Family Wealth Advisory's HUBS Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 63 shares — an estimated $29.9K sold.

RPg Family Wealth Advisory first reported a position in HUBS in Q1 2018 and held it in 16 quarters. The position peaked at $42.6K in Q3 2021. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

RPg Family Wealth Advisory reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 63 HubSpot shares in Q2 2022, an estimated $29.9K.
RPg Family Wealth Advisory first reported a position in HubSpot in Q1 2018 and held it in 16 quarters.
RPg Family Wealth Advisory's HubSpot position peaked at $42.6K in Q3 2021.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.