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Loring Wolcott & Coolidge Fiduciary Advisors’s HubSpot HUBS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-12
Closed -$8K – 673
2021
Q4 		$8K Hold
12
– – ﹤0.01% 628
2021
Q3 		$8K Hold
12
– – ﹤0.01% 620
2021
Q2 		$7K Buy
+12
New +$6.26K ﹤0.01% 697

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HUBS Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 12 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HUBS in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 629 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 12 HubSpot shares in Q1 2022, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HubSpot in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's HubSpot position peaked at $8K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.