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Executive Wealth Management’s HubSpot HUBS Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-200
Closed -$34K – 416
2019
Q2 		$34K Hold
200
– – ﹤0.01% 371
2019
Q1 		$33K Sell
200
-4
-2% -$634 0.01% 339
2018
Q4 		$26K Buy
+204
New +$26.7K ﹤0.01% 388

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Executive Wealth Management's HUBS Position: Q3 2019 in Review

Executive Wealth Management sold out of HubSpot (HUBS) in Q3 2019, closing a stake of 200 shares — an estimated $34K sold.

Executive Wealth Management first reported a position in HUBS in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2019. 295 funds tracked by Wall St. Rank hold HUBS as of Q3 2019.

  • Executive Wealth Management reported no remaining HubSpot position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 200 HubSpot shares in Q3 2019, an estimated $34K.
  • Executive Wealth Management first reported a position in HubSpot in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's HubSpot position peaked at $34K in Q2 2019.
  • 295 funds tracked by Wall St. Rank held HubSpot as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.