Advisory Research’s Q2 Holdings QTWO Stock Holding History

Advisory Research’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-11,959	Closed	-$1.51M	–	380
2020 Q4	$1.51M	Buy	11,959 +1,494	+14%	+$161K	0.11%	149
2020 Q3	$955K	Buy	10,465 +4,735	+83%	+$442K	0.09%	183
2020 Q2	$492K	Sell	5,730 -7,594	-57%	-$584K	0.04%	239
2020 Q1	$787K	Buy	13,324 +268	+2%	+$20.8K	0.05%	149
2019 Q4	$1.06M	Sell	13,056 -9,819	-43%	-$755K	0.05%	183
2019 Q3	$1.8M	Sell	22,875 -4,530	-17%	-$374K	0.09%	130
2019 Q2	$2.09M	Buy	+27,405	New	+$1.98M	0.04%	189

Other funds holding QTWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Advisory Research's QTWO Position: Q1 2021 in Review

Advisory Research sold out of Q2 Holdings (QTWO) in Q1 2021, closing a stake of 11,959 shares — an estimated $1.51M sold.

Advisory Research first reported a position in QTWO in Q2 2019 and held it in 7 quarters. The position peaked at $2.09M in Q2 2019. 266 funds tracked by Wall St. Rank hold QTWO as of Q1 2021.

Advisory Research reported no remaining Q2 Holdings position as of Q1 2021 after selling out during the quarter.
Advisory Research sold 11,959 Q2 Holdings shares in Q1 2021, an estimated $1.51M.
Advisory Research first reported a position in Q2 Holdings in Q2 2019 and held it in 7 quarters.
Advisory Research's Q2 Holdings position peaked at $2.09M in Q2 2019.
266 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.