Surience Private Wealth’s HubSpot HUBS Stock Holding History

Surience Private Wealth’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 Q1	–	Sell	-5,914	Closed	-$3.9M	–	26
2021 Q4	$3.9M	Buy	+5,914	New	+$4.47M	3.18%	16

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Surience Private Wealth's HUBS Position: Q1 2022 in Review

Surience Private Wealth sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 5,914 shares — an estimated $3.9M sold.

Surience Private Wealth first reported a position in HUBS in Q4 2021 and held it in 1 quarter. The position peaked at $3.9M in Q4 2021. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

Surience Private Wealth reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
Surience Private Wealth sold 5,914 HubSpot shares in Q1 2022, an estimated $3.9M.
Surience Private Wealth first reported a position in HubSpot in Q4 2021 and held it in 1 quarter.
Surience Private Wealth's HubSpot position peaked at $3.9M in Q4 2021.
628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Surience Private Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.