Berman Capital Advisors’s Q2 Holdings QTWO Stock Holding History

Berman Capital Advisors’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 Q3	$5K	Sell	68 -29	-30%	-$2.66K	﹤0.01%	1437
2021 Q2	$9K	Buy	97 +29	+43%	+$2.9K	﹤0.01%	1171
2021 Q1	$6K	Sell	68 -6	-8%	-$746	﹤0.01%	1225
2020 Q4	$9K	Hold	74	–	–	﹤0.01%	960
2020 Q3	$6K	Hold	74	–	–	﹤0.01%	983
2020 Q2	$6K	Buy	74 +13	+21%	+$999	﹤0.01%	944
2020 Q1	$3K	Hold	61	–	–	﹤0.01%	1057
2019 Q4	$4K	Hold	61	–	–	﹤0.01%	1039
2019 Q3	$4K	Buy	61 +12	+24%	+$992	﹤0.01%	1018
2019 Q2	$3K	Hold	49	–	–	﹤0.01%	1120
2019 Q1	$3K	Hold	49	–	–	﹤0.01%	1020
2018 Q4	$2K	Buy	+49	New	+$2.5K	﹤0.01%	889

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Berman Capital Advisors's QTWO Position: Q3 2021 in Review

Berman Capital Advisors reduced its Q2 Holdings (QTWO) stake by 30% in Q3 2021, selling an estimated $2.66K and leaving 68 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Berman Capital Advisors first reported a position in QTWO in Q4 2018 and has held it in 12 quarters since. The position peaked at $9K in Q2 2021. 237 funds tracked by Wall St. Rank hold QTWO as of Q3 2021.

Berman Capital Advisors held 68 shares of Q2 Holdings worth $5K as of Q3 2021.
Berman Capital Advisors sold 29 Q2 Holdings shares in Q3 2021, an estimated $2.66K.
Q2 Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1437 holding.
Berman Capital Advisors first reported a position in Q2 Holdings in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Q2 Holdings position peaked at $9K in Q2 2021.
237 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.