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Brandywine Oak Private Wealth’s HubSpot HUBS Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-990
Closed -$126K – 391
2018
Q4 		$126K Buy
+990
New +$130K 0.03% 250

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brandywine Oak Private Wealth's HUBS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of HubSpot (HUBS) in Q1 2019, closing a stake of 990 shares — an estimated $126K sold.

Brandywine Oak Private Wealth first reported a position in HUBS in Q4 2018 and held it in 1 quarter. The position peaked at $126K in Q4 2018. 287 funds tracked by Wall St. Rank hold HUBS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining HubSpot position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 990 HubSpot shares in Q1 2019, an estimated $126K.
  • Brandywine Oak Private Wealth first reported a position in HubSpot in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's HubSpot position peaked at $126K in Q4 2018.
  • 287 funds tracked by Wall St. Rank held HubSpot as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.