Capital Advisory Group Advisory Services’s HubSpot HUBS Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q4	–	Sell	-47	Closed	-$14K	–	539
2020 Q3	$14K	Sell	47 -1,139	-96%	-$299K	0.01%	290
2020 Q2	$266K	Buy	1,186 +1,143	+2,658%	+$206K	0.15%	102
2020 Q1	$6K	Buy	+43	New	+$7.14K	0.01%	284

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Advisory Group Advisory Services's HUBS Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of HubSpot (HUBS) in Q4 2020, closing a stake of 47 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in HUBS in Q1 2020 and held it in 3 quarters. The position peaked at $266K in Q2 2020. 478 funds tracked by Wall St. Rank hold HUBS as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining HubSpot position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 47 HubSpot shares in Q4 2020, an estimated $14K.
Capital Advisory Group Advisory Services first reported a position in HubSpot in Q1 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's HubSpot position peaked at $266K in Q2 2020.
478 funds tracked by Wall St. Rank held HubSpot as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.