Legacy Financial Advisors’s HubSpot HUBS Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-43	Closed	-$7K	–	461
2019 Q1	$7K	Buy	+43	New	+$6.81K	﹤0.01%	692

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Financial Advisors's HUBS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of HubSpot (HUBS) in Q2 2019, closing a stake of 43 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in HUBS in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 305 funds tracked by Wall St. Rank hold HUBS as of Q2 2019.

Legacy Financial Advisors reported no remaining HubSpot position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 43 HubSpot shares in Q2 2019, an estimated $7K.
Legacy Financial Advisors first reported a position in HubSpot in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's HubSpot position peaked at $7K in Q1 2019.
305 funds tracked by Wall St. Rank held HubSpot as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.