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Arkadios Wealth Advisors’s HubSpot HUBS Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-150
Closed -$101K – 1109
2021
Q3 		$101K Hold
150
– – 0.01% 685
2021
Q2 		$87K Hold
150
– – 0.01% 755
2021
Q1 		$68K Hold
150
– – 0.01% 611
2020
Q4 		$59K Sell
150
-50
-25% -$17.5K 0.01% 520
2020
Q3 		$62.3K Buy
200
+50
+33% +$13.1K 0.03% 368
2020
Q2 		$31.8K Buy
150
+90
+150% +$16.2K 0.02% 455
2020
Q1 		$7.99K Hold
60
– – 0.01% 686
2019
Q4 		$11.8K Buy
+60
New +$9.19K 0.01% 553

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 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

Arkadios Wealth Advisors's HUBS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of HubSpot (HUBS) in Q4 2021, closing a stake of 150 shares — an estimated $101K sold.

Arkadios Wealth Advisors first reported a position in HUBS in Q4 2019 and held it in 8 quarters. The position peaked at $101K in Q3 2021. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining HubSpot position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 150 HubSpot shares in Q4 2021, an estimated $101K.
  • Arkadios Wealth Advisors first reported a position in HubSpot in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's HubSpot position peaked at $101K in Q3 2021.
  • 661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.