TCWP’s HubSpot HUBS Stock Holding History

TCWP’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	-23	Closed	-$10K	–	922
2022 Q1	$10K	Buy	+23	New	+$11.1K	﹤0.01%	883

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

TCWP's HUBS Position: Q2 2022 in Review

TCWP sold out of HubSpot (HUBS) in Q2 2022, closing a stake of 23 shares — an estimated $10K sold.

TCWP first reported a position in HUBS in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 584 funds tracked by Wall St. Rank hold HUBS as of Q2 2022.

TCWP reported no remaining HubSpot position as of Q2 2022 after selling out during the quarter.
TCWP sold 23 HubSpot shares in Q2 2022, an estimated $10K.
TCWP first reported a position in HubSpot in Q1 2022 and held it in 1 quarter.
TCWP's HubSpot position peaked at $10K in Q1 2022.
584 funds tracked by Wall St. Rank held HubSpot as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.