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Financial Advocates Investment Management’s HubSpot HUBS Stock Holding History

Financial Advocates Investment 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
2021
Q3 		– Sell
-456
Closed -$266K – 763
2021
Q2 		$266K Hold
456
– – 0.02% 630
2021
Q1 		$207K Buy
+456
New +$200K 0.01% 707

Other funds holding HUBS

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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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's HUBS Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of HubSpot (HUBS) in Q3 2021, closing a stake of 456 shares — an estimated $266K sold.

Financial Advocates Investment Management first reported a position in HUBS in Q1 2021 and held it in 2 quarters. The position peaked at $266K in Q2 2021. 598 funds tracked by Wall St. Rank hold HUBS as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining HubSpot position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 456 HubSpot shares in Q3 2021, an estimated $266K.
  • Financial Advocates Investment Management first reported a position in HubSpot in Q1 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's HubSpot position peaked at $266K in Q2 2021.
  • 598 funds tracked by Wall St. Rank held HubSpot as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.