Kore Private Wealth’s HubSpot HUBS Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-21	Closed	-$4K	–	625
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	950
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	879
2019 Q4	$3K	Buy	+21	New	+$3.21K	﹤0.01%	903
2019 Q2	–	Sell	-42	Closed	-$7K	–	481
2019 Q1	$7K	Hold	42	–	–	﹤0.01%	698
2018 Q4	$5K	Buy	+42	New	+$5.5K	﹤0.01%	672

Other funds holding HUBS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kore Private Wealth's HUBS Position: Q3 2020 in Review

Kore Private Wealth sold out of HubSpot (HUBS) in Q3 2020, closing a stake of 21 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in HUBS in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 358 funds tracked by Wall St. Rank hold HUBS as of Q3 2020.

Kore Private Wealth reported no remaining HubSpot position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 21 HubSpot shares in Q3 2020, an estimated $4K.
Kore Private Wealth first reported a position in HubSpot in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's HubSpot position peaked at $7K in Q1 2019.
358 funds tracked by Wall St. Rank held HubSpot as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.