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Signature Estate & Investment Advisors’s HubSpot HUBS Stock Holding History

Signature Estate & Investment 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
2022
Q1 		– Sell
-3,179
Closed -$2.1M – 166
2021
Q4 		$2.1M Sell
3,179
-303
-9% -$229K 0.09% 72
2021
Q3 		$2.35M Sell
3,482
-106
-3% -$68.3K 0.12% 58
2021
Q2 		$2.09M Buy
+3,588
New +$1.87M 0.09% 62

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 $6.73T AUM 46.02% 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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Signature Estate & Investment Advisors's HUBS Position: Q1 2022 in Review

Signature Estate & Investment Advisors sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 3,179 shares — an estimated $2.1M sold.

Signature Estate & Investment Advisors first reported a position in HUBS in Q2 2021 and held it in 3 quarters. The position peaked at $2.35M in Q3 2021. 629 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

  • Signature Estate & Investment Advisors reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,179 HubSpot shares in Q1 2022, an estimated $2.1M.
  • Signature Estate & Investment Advisors first reported a position in HubSpot in Q2 2021 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's HubSpot position peaked at $2.35M in Q3 2021.
  • 629 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.