Regent Peak Wealth Advisors’s HubSpot HUBS Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-10	Closed	-$4K	–	523
2020 Q4	$4K	Buy	+10	New	+$3.51K	﹤0.01%	697

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

Regent Peak Wealth Advisors's HUBS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of HubSpot (HUBS) in Q1 2021, closing a stake of 10 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in HUBS in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 506 funds tracked by Wall St. Rank hold HUBS as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining HubSpot position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 10 HubSpot shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in HubSpot in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's HubSpot position peaked at $4K in Q4 2020.
506 funds tracked by Wall St. Rank held HubSpot as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.