Ameritas Advisory Services
QTWO icon

Ameritas Advisory Services’s Q2 Holdings QTWO Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-175
Closed -$4.2K – 2079
2023
Q1 		$4.2K Buy
+175
New +$5.2K ﹤0.01% 2202

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BCM
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Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ameritas Advisory Services's QTWO Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Q2 Holdings (QTWO) in Q2 2023, closing a stake of 175 shares — an estimated $4.2K sold.

Ameritas Advisory Services first reported a position in QTWO in Q1 2023 and held it in 1 quarter. The position peaked at $4.2K in Q1 2023. 207 funds tracked by Wall St. Rank hold QTWO as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Q2 Holdings position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 175 Q2 Holdings shares in Q2 2023, an estimated $4.2K.
  • Ameritas Advisory Services first reported a position in Q2 Holdings in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Q2 Holdings position peaked at $4.2K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.