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Mark Sheptoff Financial Planning’s HubSpot HUBS Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-31
Closed -$5K – 364
2019
Q4 		$5K Hold
31
– – ﹤0.01% 318
2019
Q3 		$5K Buy
+31
New +$5.57K ﹤0.01% 305

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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's HUBS Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of HubSpot (HUBS) in Q1 2020, closing a stake of 31 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in HUBS in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 282 funds tracked by Wall St. Rank hold HUBS as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining HubSpot position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 31 HubSpot shares in Q1 2020, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in HubSpot in Q3 2019 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's HubSpot position peaked at $5K in Q4 2019.
  • 282 funds tracked by Wall St. Rank held HubSpot as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.