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YorkBridge Wealth Partners’s HubSpot HUBS Stock Holding History

YorkBridge Wealth 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
2018
Q3 		– Sell
-25
Closed -$3K – 793
2018
Q2 		$3K Buy
25
+11
+79% +$1.3K ﹤0.01% 733
2018
Q1 		$2K Buy
+14
New +$1.46K ﹤0.01% 779

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

YorkBridge Wealth Partners's HUBS Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of HubSpot (HUBS) in Q3 2018, closing a stake of 25 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in HUBS in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 250 funds tracked by Wall St. Rank hold HUBS as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining HubSpot position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 25 HubSpot shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in HubSpot in Q1 2018 and held it in 2 quarters.
  • YorkBridge Wealth Partners's HubSpot position peaked at $3K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held HubSpot as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.