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Vivid Financial Management’s HubSpot HUBS Stock Holding History

Vivid Financial Management’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
Q3 		– Sell
-697
Closed -$406K – 152
2021
Q2 		$406K Sell
697
-1
-0.1% -$522 0.17% 96
2021
Q1 		$317K Buy
698
+52
+8% +$22.8K 0.15% 111
2020
Q4 		$256K Buy
+646
New +$227K 0.12% 111

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 $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vivid Financial Management's HUBS Position: Q3 2021 in Review

Vivid Financial Management sold out of HubSpot (HUBS) in Q3 2021, closing a stake of 697 shares — an estimated $406K sold.

Vivid Financial Management first reported a position in HUBS in Q4 2020 and held it in 3 quarters. The position peaked at $406K in Q2 2021. 597 funds tracked by Wall St. Rank hold HUBS as of Q3 2021.

  • Vivid Financial Management reported no remaining HubSpot position as of Q3 2021 after selling out during the quarter.
  • Vivid Financial Management sold 697 HubSpot shares in Q3 2021, an estimated $406K.
  • Vivid Financial Management first reported a position in HubSpot in Q4 2020 and held it in 3 quarters.
  • Vivid Financial Management's HubSpot position peaked at $406K in Q2 2021.
  • 597 funds tracked by Wall St. Rank held HubSpot as of Q3 2021.

Based on Vivid Financial Management's 13F filing for Q3 2021, filed 19 Oct 2021.