Sutton Wealth Advisors’s HubSpot HUBS Stock Holding History

Sutton 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
2023 Q3	$2.46K	Hold	5	–	–	﹤0.01%	690
2023 Q2	$2.66K	Buy	+5	New	+$2.34K	﹤0.01%	663
2022 Q2	–	Sell	-3	Closed	-$1.43K	–	1671
2022 Q1	$1.43K	Hold	3	–	–	﹤0.01%	1252
2021 Q4	$1.98K	Buy	+3	New	+$2.27K	﹤0.01%	1199

Other funds holding HUBS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Sutton Wealth Advisors's HUBS Position: Q3 2023 in Review

Sutton Wealth Advisors held its HubSpot (HUBS) position steady in Q3 2023 at 5 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Sutton Wealth Advisors first reported a position in HUBS in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.66K in Q2 2023. 679 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

Sutton Wealth Advisors held 5 shares of HubSpot worth $2.46K as of Q3 2023.
Sutton Wealth Advisors left its HubSpot share count unchanged in Q3 2023.
HubSpot made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #690 holding.
Sutton Wealth Advisors first reported a position in HubSpot in Q4 2021 and has held it in 4 quarters since.
Sutton Wealth Advisors's HubSpot position peaked at $2.66K in Q2 2023.
679 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.