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Garrett Wealth Advisory Group’s HubSpot HUBS Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-18
Closed -$2.73K – 311
2019
Q3 		$2.73K Buy
+18
New +$3.23K ﹤0.01% 478

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Garrett Wealth Advisory Group's HUBS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of HubSpot (HUBS) in Q4 2019, closing a stake of 18 shares — an estimated $2.73K sold.

Garrett Wealth Advisory Group first reported a position in HUBS in Q3 2019 and held it in 1 quarter. The position peaked at $2.73K in Q3 2019. 289 funds tracked by Wall St. Rank hold HUBS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining HubSpot position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 18 HubSpot shares in Q4 2019, an estimated $2.73K.
  • Garrett Wealth Advisory Group first reported a position in HubSpot in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's HubSpot position peaked at $2.73K in Q3 2019.
  • 289 funds tracked by Wall St. Rank held HubSpot as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.