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Carroll Financial Associates’s HubSpot HUBS Stock Holding History

Carroll Financial Associates’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
Q4 		$9K Buy
14
+2
+17% +$1.51K ﹤0.01% 1195
2021
Q3 		$8K Buy
+12
New +$7.73K ﹤0.01% 1278

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's HUBS Position: Q4 2021 in Review

Carroll Financial Associates increased its HubSpot (HUBS) stake by 17% in Q4 2021, buying an estimated $1.51K and bringing the position to 14 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Carroll Financial Associates first reported a position in HUBS in Q3 2021 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

  • Carroll Financial Associates held 14 shares of HubSpot worth $9K as of Q4 2021.
  • Carroll Financial Associates bought 2 HubSpot shares in Q4 2021, an estimated $1.51K.
  • HubSpot made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1195 holding.
  • Carroll Financial Associates first reported a position in HubSpot in Q3 2021 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.