Next Financial Group’s HubSpot HUBS Stock Holding History

Next Financial Group’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 Q4	$477K	Sell	723 -40	-5%	-$30.3K	0.03%	567
2021 Q3	$516K	Sell	763 -14	-2%	-$9.02K	0.04%	454
2021 Q2	$453K	Sell	777 -330	-30%	-$172K	0.04%	506
2021 Q1	$503K	Buy	1,107 +428	+63%	+$188K	0.04%	416
2020 Q4	$269K	Buy	679 +387	+133%	+$136K	0.03%	604
2020 Q3	$85K	Buy	+292	New	+$76.5K	0.01%	925
2019 Q3	–	Sell	-1,571	Closed	-$268K	–	2357
2019 Q2	$268K	Buy	+1,571	New	+$274K	0.03%	558
2017 Q1	–	Sell	-20	Closed	-$1K	–	2051
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	2284
2016 Q3	$1K	Buy	+20	New	+$1.08K	﹤0.01%	2276

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Jennison Associates New York $145B AUM 34.61% 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

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

Next Financial Group's HUBS Position: Q4 2021 in Review

Next Financial Group reduced its HubSpot (HUBS) stake by 5.2% in Q4 2021, selling an estimated $30.3K and leaving 723 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #567.

Next Financial Group first reported a position in HUBS in Q3 2016 and has held it in 9 quarters since. The position peaked at $516K in Q3 2021. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

Next Financial Group held 723 shares of HubSpot worth $477K as of Q4 2021.
Next Financial Group sold 40 HubSpot shares in Q4 2021, an estimated $30.3K.
HubSpot made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #567 holding.
Next Financial Group first reported a position in HubSpot in Q3 2016 and has held it in 9 quarters since.
Next Financial Group's HubSpot position peaked at $516K in Q3 2021.
661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.