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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return