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Archford Capital Strategies’s HubSpot HUBS Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-60
Closed -$10K – 351
2019
Q2 		$10K Hold
60
– – ﹤0.01% 402
2019
Q1 		$10K Hold
60
– – ﹤0.01% 387
2018
Q4 		$8K Buy
+60
New +$7.86K ﹤0.01% 384

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Archford Capital Strategies's HUBS Position: Q3 2019 in Review

Archford Capital Strategies sold out of HubSpot (HUBS) in Q3 2019, closing a stake of 60 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in HUBS in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 295 funds tracked by Wall St. Rank hold HUBS as of Q3 2019.

  • Archford Capital Strategies reported no remaining HubSpot position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 60 HubSpot shares in Q3 2019, an estimated $10K.
  • Archford Capital Strategies first reported a position in HubSpot in Q4 2018 and held it in 3 quarters.
  • Archford Capital Strategies's HubSpot position peaked at $10K in Q2 2019.
  • 295 funds tracked by Wall St. Rank held HubSpot as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.