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Wipfli Financial Advisors’s HubSpot HUBS Stock Holding History

Wipfli Financial 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
2022
Q3 		$49K Buy
+180
New +$57.2K ﹤0.01% 1090

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's HUBS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HubSpot (HUBS) in Q3 2022: 180 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings.

567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

  • Wipfli Financial Advisors held 180 shares of HubSpot worth $49K as of Q3 2022.
  • HubSpot was a new Wipfli Financial Advisors position in Q3 2022.
  • HubSpot made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1090 holding.
  • 567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.