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Bartlett & Co Wealth Management’s Q2 Holdings QTWO Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-20
Closed -$2.53K – 1175
2020
Q4 		$2.53K Buy
+20
New +$2.15K ﹤0.01% 885

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
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
Franklin Resources
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

Bartlett & Co Wealth Management's QTWO Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Q2 Holdings (QTWO) in Q1 2021, closing a stake of 20 shares — an estimated $2.53K sold.

Bartlett & Co Wealth Management first reported a position in QTWO in Q4 2020 and held it in 1 quarter. The position peaked at $2.53K in Q4 2020. 266 funds tracked by Wall St. Rank hold QTWO as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Q2 Holdings position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 20 Q2 Holdings shares in Q1 2021, an estimated $2.53K.
  • Bartlett & Co Wealth Management first reported a position in Q2 Holdings in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Q2 Holdings position peaked at $2.53K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.