Symphony Financial’s HubSpot HUBS Stock Holding History

Symphony Financial’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	-799	Closed	-$485K	–	206
2021 Q4	$485K	Sell	799 -17	-2%	-$12.9K	0.13%	118
2021 Q3	$556K	Hold	816	–	–	0.19%	89
2021 Q2	$480K	Hold	816	–	–	0.16%	99
2021 Q1	$400K	Buy	+816	New	+$359K	0.11%	130
2020 Q3	–	Sell	-3,511	Closed	-$788K	–	148
2020 Q2	$788K	Buy	+3,511	New	+$631K	0.38%	44

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Symphony Financial's HUBS Position: Q1 2022 in Review

Symphony Financial sold out of HubSpot (HUBS) in Q1 2022, closing a stake of 799 shares — an estimated $485K sold.

Symphony Financial first reported a position in HUBS in Q2 2020 and held it in 5 quarters. The position peaked at $788K in Q2 2020. 628 funds tracked by Wall St. Rank hold HUBS as of Q1 2022.

Symphony Financial reported no remaining HubSpot position as of Q1 2022 after selling out during the quarter.
Symphony Financial sold 799 HubSpot shares in Q1 2022, an estimated $485K.
Symphony Financial first reported a position in HubSpot in Q2 2020 and held it in 5 quarters.
Symphony Financial's HubSpot position peaked at $788K in Q2 2020.
628 funds tracked by Wall St. Rank held HubSpot as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.