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CSat Investment Advisory’s HubSpot HUBS Stock Holding History

CSat Investment Advisory’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
-716
Closed -$209K – 725
2020
Q3 		$209K Buy
716
+84
+13% +$22K 0.02% 269
2020
Q2 		$142K Buy
632
+90
+17% +$16.2K 0.02% 373
2020
Q1 		$72K Buy
542
+25
+5% +$4.15K 0.02% 423
2019
Q4 		$82K Buy
517
+14
+3% +$2.14K 0.02% 418
2019
Q3 		$76K Buy
503
+114
+29% +$20.5K 0.02% 374
2019
Q2 		$66K Buy
+389
New +$67.9K 0.02% 385

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's HUBS Position: Q4 2020 in Review

CSat Investment Advisory sold out of HubSpot (HUBS) in Q4 2020, closing a stake of 716 shares — an estimated $209K sold.

CSat Investment Advisory first reported a position in HUBS in Q2 2019 and held it in 6 quarters. The position peaked at $209K in Q3 2020. 479 funds tracked by Wall St. Rank hold HUBS as of Q4 2020.

  • CSat Investment Advisory reported no remaining HubSpot position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 716 HubSpot shares in Q4 2020, an estimated $209K.
  • CSat Investment Advisory first reported a position in HubSpot in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's HubSpot position peaked at $209K in Q3 2020.
  • 479 funds tracked by Wall St. Rank held HubSpot as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.