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Capital Asset Advisory Services’s HubSpot HUBS Stock Holding History

Capital Asset 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
2021
Q1 		– Sell
-45
Closed -$18K – 1035
2020
Q4 		$18K Buy
+45
New +$15.8K ﹤0.01% 907

Other funds holding HUBS

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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

Capital Asset Advisory Services's HUBS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of HubSpot (HUBS) in Q1 2021, closing a stake of 45 shares — an estimated $18K sold.

Capital Asset Advisory Services first reported a position in HUBS in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 506 funds tracked by Wall St. Rank hold HUBS as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining HubSpot position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 45 HubSpot shares in Q1 2021, an estimated $18K.
  • Capital Asset Advisory Services first reported a position in HubSpot in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's HubSpot position peaked at $18K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held HubSpot as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.