Tru Independence Asset Management 2’s HubSpot HUBS Stock Holding History

Tru Independence Asset Management 2’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	-376	Closed	-$248K	–	114
2021 Q4	$248K	Hold	376	–	–	0.13%	113
2021 Q3	$254K	Sell	376 -43	-10%	-$27.7K	0.18%	86
2021 Q2	$244K	Buy	+419	New	+$219K	0.17%	100
2021 Q1	–	Sell	-394	Closed	-$156K	–	228
2020 Q4	$156K	Buy	+394	New	+$138K	0.13%	104

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

Tru Independence Asset Management 2's HUBS Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 376 shares — an estimated $248K sold.

Tru Independence Asset Management 2 first reported a position in HUBS in Q4 2020 and held it in 4 quarters. The position peaked at $254K in Q3 2021. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 376 HubSpot shares in Q1 2022, an estimated $248K.
Tru Independence Asset Management 2 first reported a position in HubSpot in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's HubSpot position peaked at $254K in Q3 2021.
628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.