Advisor Group’s HubSpot HUBS Stock Holding History

Advisor Group’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
2019 Q4	$265K	Buy	1,664 +709	+74%	+$109K	﹤0.01%	2172
2019 Q3	$146K	Sell	955 -5	-0.5%	-$899	﹤0.01%	2577
2019 Q2	$163K	Sell	960 -59	-6%	-$10.3K	﹤0.01%	2476
2019 Q1	$170K	Sell	1,019 -41	-4%	-$6.5K	﹤0.01%	2412
2018 Q4	$133K	Buy	1,060 +99	+10%	+$13K	﹤0.01%	2403
2018 Q3	$145K	Buy	961 +365	+61%	+$50.2K	﹤0.01%	2451
2018 Q2	$75K	Buy	596 +353	+145%	+$41.8K	﹤0.01%	2766
2018 Q1	$26K	Sell	243 -2,794	-92%	-$291K	﹤0.01%	3519
2017 Q4	$268K	Buy	3,037 +2,850	+1,524%	+$239K	﹤0.01%	1765
2017 Q3	$15K	Sell	187 -45	-19%	-$3.22K	﹤0.01%	3730
2017 Q2	$16K	Sell	232 -55	-19%	-$3.71K	﹤0.01%	3635
2017 Q1	$17K	Hold	287	–	–	﹤0.01%	3463
2016 Q4	$14K	Buy	287 +50	+21%	+$2.65K	﹤0.01%	3447
2016 Q3	$14K	Buy	237 +223	+1,593%	+$12.1K	﹤0.01%	3361
2016 Q2	$0	Buy	+14	New	+$635	﹤0.01%	4436

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Advisor Group's HUBS Position: Q4 2019 in Review

Advisor Group increased its HubSpot (HUBS) stake by 74% in Q4 2019, buying an estimated $109K and bringing the position to 1,664 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Advisor Group first reported a position in HUBS in Q2 2016 and has held it in 15 quarters since. The position peaked at $268K in Q4 2017. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

Advisor Group held 1,664 shares of HubSpot worth $265K as of Q4 2019.
Advisor Group bought 709 HubSpot shares in Q4 2019, an estimated $109K.
HubSpot made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2172 holding.
Advisor Group first reported a position in HubSpot in Q2 2016 and has held it in 15 quarters since.
Advisor Group's HubSpot position peaked at $268K in Q4 2017.
289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.