TWA
HUBS icon

TCI Wealth Advisors’s HubSpot HUBS Stock Holding History

TCI 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
Q2 		– Sell
-2
Closed -$858 – 1110
2023
Q1 		$858 Sell
2
-36
-95% -$13.1K ﹤0.01% 2133
2022
Q4 		$11K Buy
38
+16
+73% +$4.54K ﹤0.01% 1017
2022
Q3 		$6K Sell
22
-2
-8% -$635 ﹤0.01% 1341
2022
Q2 		$7K Buy
24
+2
+9% +$730 ﹤0.01% 1244
2022
Q1 		$10K Hold
22
– – ﹤0.01% 1096
2021
Q4 		$15K Hold
22
– – ﹤0.01% 865
2021
Q3 		$15K Buy
22
+4
+22% +$2.58K ﹤0.01% 819
2021
Q2 		$10K Buy
18
+11
+157% +$5.74K ﹤0.01% 962
2021
Q1 		$3K Buy
+7
New +$3.08K ﹤0.01% 1532
2020
Q4 		– Sell
-2
Closed -$1K – 1589
2020
Q3 		$1K Hold
2
– – ﹤0.01% 1336
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1545
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1597
2019
Q4 		$0 Buy
+2
New +$306 ﹤0.01% 1601

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's HUBS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of HubSpot (HUBS) in Q2 2023, closing a stake of 2 shares — an estimated $858 sold.

TCI Wealth Advisors first reported a position in HUBS in Q4 2019 and held it in 13 quarters. The position peaked at $15K in Q4 2021. 681 funds tracked by Wall St. Rank hold HUBS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining HubSpot position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 HubSpot shares in Q2 2023, an estimated $858.
  • TCI Wealth Advisors first reported a position in HubSpot in Q4 2019 and held it in 13 quarters.
  • TCI Wealth Advisors's HubSpot position peaked at $15K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held HubSpot as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.