CWP
QTWO icon

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 – 895
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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return