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AE Wealth Management’s Q2 Holdings QTWO Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-4,099
Closed -$411K – 1662
2021
Q1 		$411K Buy
+4,099
New +$510K ﹤0.01% 1113
2020
Q4 		– Sell
-6,851
Closed -$625K – 1413
2020
Q3 		$625K Buy
+6,851
New +$639K 0.01% 796

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 $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

AE Wealth Management's QTWO Position: Q2 2021 in Review

AE Wealth Management sold out of Q2 Holdings (QTWO) in Q2 2021, closing a stake of 4,099 shares — an estimated $411K sold.

AE Wealth Management first reported a position in QTWO in Q3 2020 and held it in 2 quarters. The position peaked at $625K in Q3 2020. 239 funds tracked by Wall St. Rank hold QTWO as of Q2 2021.

  • AE Wealth Management reported no remaining Q2 Holdings position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 4,099 Q2 Holdings shares in Q2 2021, an estimated $411K.
  • AE Wealth Management first reported a position in Q2 Holdings in Q3 2020 and held it in 2 quarters.
  • AE Wealth Management's Q2 Holdings position peaked at $625K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.