Aperio Group’s Q2 Holdings QTWO Stock Holding History

Aperio Group’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
2020 Q4	$1.09M	Buy	8,616 +590	+7%	+$63.5K	﹤0.01%	1551
2020 Q3	$732K	Buy	8,026 +496	+7%	+$46.3K	﹤0.01%	1600
2020 Q2	$646K	Buy	7,530 +1,280	+20%	+$98.4K	﹤0.01%	1643
2020 Q1	$369K	Buy	6,250 +907	+17%	+$70.3K	﹤0.01%	1803
2019 Q4	$433K	Sell	5,343 -146	-3%	-$11.2K	﹤0.01%	1880
2019 Q3	$433K	Buy	5,489 +37	+0.7%	+$3.06K	﹤0.01%	1841
2019 Q2	$416K	Buy	5,452 +108	+2%	+$7.81K	﹤0.01%	1880
2019 Q1	$370K	Sell	5,344 -367	-6%	-$22.9K	﹤0.01%	1904
2018 Q4	$283K	Buy	5,711 +56	+1%	+$2.86K	﹤0.01%	1971
2018 Q3	$342K	Buy	5,655 +412	+8%	+$25.4K	﹤0.01%	1954
2018 Q2	$299K	Buy	5,243 +194	+4%	+$10.6K	﹤0.01%	1997
2018 Q1	$230K	Buy	+5,049	New	+$218K	﹤0.01%	2079

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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group's QTWO Position: Q4 2020 in Review

Aperio Group increased its Q2 Holdings (QTWO) stake by 7.4% in Q4 2020, buying an estimated $63.5K and bringing the position to 8,616 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Aperio Group first reported a position in QTWO in Q1 2018 and has held it in 12 quarters since. 250 funds tracked by Wall St. Rank hold QTWO as of Q4 2020.

Aperio Group held 8,616 shares of Q2 Holdings worth $1.09M as of Q4 2020.
Aperio Group bought 590 Q2 Holdings shares in Q4 2020, an estimated $63.5K.
Q2 Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1551 holding.
Aperio Group first reported a position in Q2 Holdings in Q1 2018 and has held it in 12 quarters since.
250 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.