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Financial Enhancement Group’s HubSpot HUBS Stock Holding History

Financial Enhancement Group’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
Q1 		– Sell
-136
Closed -$54K – 298
2020
Q4 		$54K Sell
136
-7,631
-98% -$2.68M 0.01% 134
2020
Q3 		$2.27M Buy
7,767
+1,811
+30% +$475K 0.53% 43
2020
Q2 		$1.34M Buy
+5,956
New +$1.07M 0.34% 47

Other funds holding HUBS

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

Financial Enhancement Group's HUBS Position: Q1 2021 in Review

Financial Enhancement Group sold out of HubSpot (HUBS) in Q1 2021, closing a stake of 136 shares — an estimated $54K sold.

Financial Enhancement Group first reported a position in HUBS in Q2 2020 and held it in 3 quarters. The position peaked at $2.27M in Q3 2020. 506 funds tracked by Wall St. Rank hold HUBS as of Q1 2021.

  • Financial Enhancement Group reported no remaining HubSpot position as of Q1 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 136 HubSpot shares in Q1 2021, an estimated $54K.
  • Financial Enhancement Group first reported a position in HubSpot in Q2 2020 and held it in 3 quarters.
  • Financial Enhancement Group's HubSpot position peaked at $2.27M in Q3 2020.
  • 506 funds tracked by Wall St. Rank held HubSpot as of Q1 2021.

Based on Financial Enhancement Group's 13F filing for Q1 2021, filed 10 May 2021.