WealthShield Partners’s HubSpot HUBS Stock Holding History

WealthShield 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	-89	Closed	-$40K	–	932
2021 Q1	$40K	Buy	+89	New	+$39.1K	0.01%	502

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

WealthShield Partners's HUBS Position: Q2 2021 in Review

WealthShield Partners sold out of HubSpot (HUBS) in Q2 2021, closing a stake of 89 shares — an estimated $40K sold.

WealthShield Partners first reported a position in HUBS in Q1 2021 and held it in 1 quarter. The position peaked at $40K in Q1 2021. 545 funds tracked by Wall St. Rank hold HUBS as of Q2 2021.

WealthShield Partners reported no remaining HubSpot position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 89 HubSpot shares in Q2 2021, an estimated $40K.
WealthShield Partners first reported a position in HubSpot in Q1 2021 and held it in 1 quarter.
WealthShield Partners's HubSpot position peaked at $40K in Q1 2021.
545 funds tracked by Wall St. Rank held HubSpot as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.