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Vahanian & Associates Financial Planning’s HubSpot HUBS Stock Holding History

Vahanian & Associates Financial Planning’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
-396
Closed -$261K – 102
2021
Q4 		$261K Buy
+396
New +$300K 0.21% 131

Other funds holding HUBS

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vahanian & Associates Financial Planning's HUBS Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 396 shares — an estimated $261K sold.

Vahanian & Associates Financial Planning first reported a position in HUBS in Q4 2021 and held it in 1 quarter. The position peaked at $261K in Q4 2021. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 396 HubSpot shares in Q1 2022, an estimated $261K.
  • Vahanian & Associates Financial Planning first reported a position in HubSpot in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's HubSpot position peaked at $261K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.