San Luis Wealth Advisors’s HubSpot HUBS Stock Holding History

San Luis 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 Q2	–	Sell	-832	Closed	-$548K	–	232
2022 Q1	$548K	Buy	+832	New	+$403K	0.27%	79

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

San Luis Wealth Advisors's HUBS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 832 shares — an estimated $548K sold.

San Luis Wealth Advisors first reported a position in HUBS in Q1 2022 and held it in 1 quarter. The position peaked at $548K in Q1 2022. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

San Luis Wealth Advisors reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 832 HubSpot shares in Q2 2022, an estimated $548K.
San Luis Wealth Advisors first reported a position in HubSpot in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's HubSpot position peaked at $548K in Q1 2022.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.