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Alera Investment Advisors’s HubSpot HUBS Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-4
Closed -$1K – 485
2019
Q1 		$1K Hold
4
– – ﹤0.01% 971
2018
Q4 		$1K Buy
+4
New +$524 ﹤0.01% 922

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alera Investment Advisors's HUBS Position: Q2 2019 in Review

Alera Investment Advisors sold out of HubSpot (HUBS) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in HUBS in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 305 funds tracked by Wall St. Rank hold HUBS as of Q2 2019.

  • Alera Investment Advisors reported no remaining HubSpot position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 4 HubSpot shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in HubSpot in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's HubSpot position peaked at $1K in Q1 2019.
  • 305 funds tracked by Wall St. Rank held HubSpot as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.