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Bellevue Asset Management’s HubSpot HUBS Stock Holding History

Bellevue Asset Management’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
Q1 		– Sell
-10
Closed -$4K – 653
2020
Q4 		$4K Sell
10
-6
-38% -$2.11K ﹤0.01% 465
2020
Q3 		$5K Sell
16
-10
-38% -$2.62K ﹤0.01% 386
2020
Q2 		$6K Hold
26
– – 0.01% 371
2020
Q1 		$4K Buy
26
+12
+86% +$1.99K ﹤0.01% 415
2019
Q4 		$2K Buy
+14
New +$2.14K ﹤0.01% 437

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bellevue Asset Management's HUBS Position: Q1 2021 in Review

Bellevue Asset Management sold out of HubSpot (HUBS) in Q1 2021, closing a stake of 10 shares — an estimated $4K sold.

Bellevue Asset Management first reported a position in HUBS in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q2 2020. 506 funds tracked by Wall St. Rank hold HUBS as of Q1 2021.

  • Bellevue Asset Management reported no remaining HubSpot position as of Q1 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 10 HubSpot shares in Q1 2021, an estimated $4K.
  • Bellevue Asset Management first reported a position in HubSpot in Q4 2019 and held it in 5 quarters.
  • Bellevue Asset Management's HubSpot position peaked at $6K in Q2 2020.
  • 506 funds tracked by Wall St. Rank held HubSpot as of Q1 2021.

Based on Bellevue Asset Management's 13F filing for Q1 2021, filed 12 May 2021.