Avantax Planning Partners’s HubSpot HUBS Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-9	Closed	-$1K	–	775
2018 Q1	$1K	Buy	+9	New	+$938	﹤0.01%	1711

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Planning Partners's HUBS Position: Q2 2018 in Review

Avantax Planning Partners sold out of HubSpot (HUBS) in Q2 2018, closing a stake of 9 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in HUBS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 238 funds tracked by Wall St. Rank hold HUBS as of Q2 2018.

Avantax Planning Partners reported no remaining HubSpot position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 9 HubSpot shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in HubSpot in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's HubSpot position peaked at $1K in Q1 2018.
238 funds tracked by Wall St. Rank held HubSpot as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.