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Engrave Wealth Partners’s HubSpot HUBS Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-54
Closed -$12K – 226
2020
Q2 		$12K Buy
54
+34
+170% +$6.12K 0.01% 230
2020
Q1 		$2K Hold
20
– – ﹤0.01% 353
2019
Q4 		$3K Buy
+20
New +$3.06K ﹤0.01% 386

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Engrave Wealth Partners's HUBS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of HubSpot (HUBS) in Q3 2020, closing a stake of 54 shares — an estimated $12K sold.

Engrave Wealth Partners first reported a position in HUBS in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 358 funds tracked by Wall St. Rank hold HUBS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining HubSpot position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 54 HubSpot shares in Q3 2020, an estimated $12K.
  • Engrave Wealth Partners first reported a position in HubSpot in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's HubSpot position peaked at $12K in Q2 2020.
  • 358 funds tracked by Wall St. Rank held HubSpot as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.