Level Four Financial’s HubSpot HUBS Stock Holding History

Level Four Financial’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 Q2	–	Sell	-801	Closed	-$364K	–	338
2021 Q1	$364K	Buy	+801	New	+$352K	0.17%	169

Other funds holding HUBS

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Four Financial's HUBS Position: Q2 2021 in Review

Level Four Financial sold out of HubSpot (HUBS) in Q2 2021, closing a stake of 801 shares — an estimated $364K sold.

Level Four Financial first reported a position in HUBS in Q1 2021 and held it in 1 quarter. The position peaked at $364K in Q1 2021. 545 funds tracked by Wall St. Rank hold HUBS as of Q2 2021.

Level Four Financial reported no remaining HubSpot position as of Q2 2021 after selling out during the quarter.
Level Four Financial sold 801 HubSpot shares in Q2 2021, an estimated $364K.
Level Four Financial first reported a position in HubSpot in Q1 2021 and held it in 1 quarter.
Level Four Financial's HubSpot position peaked at $364K in Q1 2021.
545 funds tracked by Wall St. Rank held HubSpot as of Q2 2021.

Based on Level Four Financial's 13F filing for Q2 2021, filed 9 Aug 2021.