Financial Architects (New Jersey)’s HubSpot HUBS Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-243	Closed	-$32K	–	874
2020 Q1	$32K	Hold	243	–	–	0.01%	438
2019 Q4	$39K	Hold	243	–	–	0.01%	466
2019 Q3	$37K	Hold	243	–	–	0.01%	486
2019 Q2	$41K	Hold	243	–	–	0.01%	547
2019 Q1	$40K	Hold	243	–	–	0.01%	673
2018 Q4	$31K	Sell	243 -20	-8%	-$2.62K	0.01%	672
2018 Q3	$40K	Buy	263 +153	+139%	+$21K	0.01%	700
2018 Q2	$14K	Hold	110	–	–	﹤0.01%	903
2018 Q1	$12K	Hold	110	–	–	﹤0.01%	1021
2017 Q4	$10K	Buy	+110	New	+$9.23K	﹤0.01%	1156

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Architects (New Jersey)'s HUBS Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of HubSpot (HUBS) in Q2 2020, closing a stake of 243 shares — an estimated $32K sold.

Financial Architects (New Jersey) first reported a position in HUBS in Q4 2017 and held it in 10 quarters. The position peaked at $41K in Q2 2019. 337 funds tracked by Wall St. Rank hold HUBS as of Q2 2020.

Financial Architects (New Jersey) reported no remaining HubSpot position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 243 HubSpot shares in Q2 2020, an estimated $32K.
Financial Architects (New Jersey) first reported a position in HubSpot in Q4 2017 and held it in 10 quarters.
Financial Architects (New Jersey)'s HubSpot position peaked at $41K in Q2 2019.
337 funds tracked by Wall St. Rank held HubSpot as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.