Cassady Schiller Wealth Management’s Q2 Holdings QTWO Stock Holding History

Cassady Schiller 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
2024 Q4	$1.01K	Buy	+10	New	+$950	﹤0.01%	784

Other funds holding QTWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Cassady Schiller Wealth Management's QTWO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Q2 Holdings (QTWO) in Q4 2024: 10 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings.

336 funds tracked by Wall St. Rank hold QTWO as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of Q2 Holdings worth $1.01K as of Q4 2024.
Q2 Holdings was a new Cassady Schiller Wealth Management position in Q4 2024.
Q2 Holdings made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #784 holding.
336 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.