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Paradigm Financial Advisors’s HubSpot HUBS Stock Holding History

Paradigm 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
2021
Q4 		$2.94M Buy
4,466
+249
+6% +$188K 0.65% 41
2021
Q3 		$2.85M Buy
4,217
+393
+10% +$253K 0.66% 41
2021
Q2 		$2.23M Buy
3,824
+62
+2% +$32.3K 0.5% 51
2021
Q1 		$1.71M Buy
3,762
+1,929
+105% +$848K 0.42% 57
2020
Q4 		$727K Sell
1,833
-19
-1% -$6.67K 0.2% 80
2020
Q3 		$541K Buy
1,852
+2
+0.1% +$524 0.15% 74
2020
Q2 		$415K Buy
1,850
+80
+5% +$14.4K 0.13% 83
2020
Q1 		$236K Buy
+1,770
New +$294K 0.09% 94

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paradigm Financial Advisors's HUBS Position: Q4 2021 in Review

Paradigm Financial Advisors increased its HubSpot (HUBS) stake by 5.9% in Q4 2021, buying an estimated $188K and bringing the position to 4,466 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #41.

Paradigm Financial Advisors first reported a position in HUBS in Q1 2020 and has held it in 8 quarters since. 661 funds tracked by Wall St. Rank hold HUBS as of Q4 2021.

  • Paradigm Financial Advisors held 4,466 shares of HubSpot worth $2.94M as of Q4 2021.
  • Paradigm Financial Advisors bought 249 HubSpot shares in Q4 2021, an estimated $188K.
  • HubSpot made up 0.65% of Paradigm Financial Advisors's portfolio in Q4 2021, its #41 holding.
  • Paradigm Financial Advisors first reported a position in HubSpot in Q1 2020 and has held it in 8 quarters since.
  • 661 funds tracked by Wall St. Rank held HubSpot as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.