Ropes Wealth Advisors’s HubSpot HUBS Stock Holding History

Ropes 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	-42	Closed	-$17K	–	480
2020 Q4	$17K	Buy	42 +2	+5%	+$702	﹤0.01%	501
2020 Q3	$12K	Hold	40	–	–	﹤0.01%	496
2020 Q2	$9K	Hold	40	–	–	﹤0.01%	451
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	455
2019 Q4	$6K	Hold	40	–	–	﹤0.01%	493
2019 Q3	$6K	Hold	40	–	–	﹤0.01%	506
2019 Q2	$7K	Hold	40	–	–	﹤0.01%	499
2019 Q1	$7K	Hold	40	–	–	﹤0.01%	469
2018 Q4	$5K	Hold	40	–	–	﹤0.01%	455
2018 Q3	$6K	Hold	40	–	–	﹤0.01%	484
2018 Q2	$5K	Buy	+40	New	+$4.74K	﹤0.01%	501

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

Ropes Wealth Advisors's HUBS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of HubSpot (HUBS) in Q1 2021, closing a stake of 42 shares — an estimated $17K sold.

Ropes Wealth Advisors first reported a position in HUBS in Q2 2018 and held it in 11 quarters. The position peaked at $17K in Q4 2020. 506 funds tracked by Wall St. Rank hold HUBS as of Q1 2021.

Ropes Wealth Advisors reported no remaining HubSpot position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 42 HubSpot shares in Q1 2021, an estimated $17K.
Ropes Wealth Advisors first reported a position in HubSpot in Q2 2018 and held it in 11 quarters.
Ropes Wealth Advisors's HubSpot position peaked at $17K in Q4 2020.
506 funds tracked by Wall St. Rank held HubSpot as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.