Wealthcare Advisory Partners’s HubSpot HUBS Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-211	Closed	-$96K	–	1134
2021 Q1	$96K	Buy	+211	New	+$92.7K	0.01%	678
2020 Q2	–	Sell	-211	Closed	-$28K	–	798
2020 Q1	$28K	Buy	+211	New	+$35.1K	﹤0.01%	634
2018 Q1	–	Sell	-8	Closed	-$1K	–	1155
2017 Q4	$1K	Buy	+8	New	+$671	﹤0.01%	993

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

Wealthcare Advisory Partners's HUBS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of HubSpot (HUBS) in Q2 2021, closing a stake of 211 shares — an estimated $96K sold.

Wealthcare Advisory Partners first reported a position in HUBS in Q4 2017 and held it in 3 quarters. The position peaked at $96K in Q1 2021. 545 funds tracked by Wall St. Rank hold HUBS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining HubSpot position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 211 HubSpot shares in Q2 2021, an estimated $96K.
Wealthcare Advisory Partners first reported a position in HubSpot in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's HubSpot position peaked at $96K in Q1 2021.
545 funds tracked by Wall St. Rank held HubSpot as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.