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Summit Place Financial Advisors’s HubSpot HUBS Stock Holding History

Summit Place 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
2023
Q1 		– Sell
-3,160
Closed -$914K – 97
2022
Q4 		$914K Buy
3,160
+1,210
+62% +$343K 0.75% 50
2022
Q3 		$527K Sell
1,950
-1,335
-41% -$424K 0.49% 63
2022
Q2 		$988K Buy
3,285
+965
+42% +$352K 0.83% 49
2022
Q1 		$1.1M Buy
+2,320
New +$1.12M 0.74% 56

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Place Financial Advisors's HUBS Position: Q1 2023 in Review

Summit Place Financial Advisors sold out of HubSpot (HUBS) in Q1 2023, closing a stake of 3,160 shares — an estimated $914K sold.

Summit Place Financial Advisors first reported a position in HUBS in Q1 2022 and held it in 4 quarters. The position peaked at $1.1M in Q1 2022. 637 funds tracked by Wall St. Rank hold HUBS as of Q1 2023.

  • Summit Place Financial Advisors reported no remaining HubSpot position as of Q1 2023 after selling out during the quarter.
  • Summit Place Financial Advisors sold 3,160 HubSpot shares in Q1 2023, an estimated $914K.
  • Summit Place Financial Advisors first reported a position in HubSpot in Q1 2022 and held it in 4 quarters.
  • Summit Place Financial Advisors's HubSpot position peaked at $1.1M in Q1 2022.
  • 637 funds tracked by Wall St. Rank held HubSpot as of Q1 2023.

Based on Summit Place Financial Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.