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Claro Advisors’s Q2 Holdings QTWO Stock Holding History

Claro 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
2022
Q2 		– Sell
-4,990
Closed -$396K – 312
2022
Q1 		$396K Hold
4,990
– – 0.14% 163
2021
Q4 		$396K Sell
4,990
-2,000
-29% -$161K 0.14% 163
2021
Q3 		$560K Buy
+6,990
New +$640K 0.24% 125

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Claro Advisors's QTWO Position: Q2 2022 in Review

Claro Advisors sold out of Q2 Holdings (QTWO) in Q2 2022, closing a stake of 4,990 shares — an estimated $396K sold.

Claro Advisors first reported a position in QTWO in Q3 2021 and held it in 3 quarters. The position peaked at $560K in Q3 2021. 217 funds tracked by Wall St. Rank hold QTWO as of Q2 2022.

  • Claro Advisors reported no remaining Q2 Holdings position as of Q2 2022 after selling out during the quarter.
  • Claro Advisors sold 4,990 Q2 Holdings shares in Q2 2022, an estimated $396K.
  • Claro Advisors first reported a position in Q2 Holdings in Q3 2021 and held it in 3 quarters.
  • Claro Advisors's Q2 Holdings position peaked at $560K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.