TrueWealth LLC’s HubSpot HUBS Stock Holding History

TrueWealth LLC’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
2020 Q2	–	Sell	-27	Closed	-$4K	–	743
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	579
2019 Q4	$4K	Buy	+27	New	+$4.13K	﹤0.01%	600

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's HUBS Position: Q2 2020 in Review

TrueWealth LLC sold out of HubSpot (HUBS) in Q2 2020, closing a stake of 27 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in HUBS in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 337 funds tracked by Wall St. Rank hold HUBS as of Q2 2020.

TrueWealth LLC reported no remaining HubSpot position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 27 HubSpot shares in Q2 2020, an estimated $4K.
TrueWealth LLC first reported a position in HubSpot in Q4 2019 and held it in 2 quarters.
TrueWealth LLC's HubSpot position peaked at $4K in Q1 2020.
337 funds tracked by Wall St. Rank held HubSpot as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.