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Concord Wealth Partners’s Q2 Holdings QTWO Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-73
Closed -$3K – 894
2022
Q2 		$3K Sell
73
-110
-60% -$5.35K ﹤0.01% 957
2022
Q1 		$11K Sell
183
-14
-7% -$897 ﹤0.01% 762
2021
Q4 		$16K Buy
197
+112
+132% +$9.04K ﹤0.01% 691
2021
Q3 		$7K Sell
85
-289
-77% -$26.5K ﹤0.01% 536
2021
Q2 		$38K Buy
374
+115
+44% +$11.5K 0.01% 388
2021
Q1 		$26K Buy
259
+234
+936% +$29.1K 0.01% 437
2020
Q4 		$3K Buy
+25
New +$2.69K ﹤0.01% 489

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

Concord Wealth Partners's QTWO Position: Q3 2022 in Review

Concord Wealth Partners sold out of Q2 Holdings (QTWO) in Q3 2022, closing a stake of 73 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in QTWO in Q4 2020 and held it in 7 quarters. The position peaked at $38K in Q2 2021. 209 funds tracked by Wall St. Rank hold QTWO as of Q3 2022.

  • Concord Wealth Partners reported no remaining Q2 Holdings position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 73 Q2 Holdings shares in Q3 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in Q2 Holdings in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's Q2 Holdings position peaked at $38K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.