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Wealthfront’s HubSpot HUBS Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-4
Closed – – 619
2015
Q3 		$0 Buy
+4
New +$196 ﹤0.01% 1334

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVUM
Matrix VIII US Management Cambridge, Massachusetts $6.07M AUM 40.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's HUBS Position: Q4 2015 in Review

Wealthfront sold out of HubSpot (HUBS) in Q4 2015, closing a stake of 4 shares.

Wealthfront first reported a position in HUBS in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 124 funds tracked by Wall St. Rank hold HUBS as of Q4 2015.

  • Wealthfront reported no remaining HubSpot position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 4 HubSpot shares in Q4 2015.
  • Wealthfront first reported a position in HubSpot in Q3 2015 and held it in 1 quarter.
  • Wealthfront's HubSpot position peaked at $0 in Q3 2015.
  • 124 funds tracked by Wall St. Rank held HubSpot as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.