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CSat Investment Advisory’s Q2 Holdings QTWO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-167
Closed -$15K – 855
2020
Q3 		$15K Buy
167
+21
+14% +$1.96K ﹤0.01% 949
2020
Q2 		$13K Buy
+146
New +$11.2K ﹤0.01% 975

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's QTWO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Q2 Holdings (QTWO) in Q4 2020, closing a stake of 167 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in QTWO in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 250 funds tracked by Wall St. Rank hold QTWO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Q2 Holdings position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 167 Q2 Holdings shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Q2 Holdings in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Q2 Holdings position peaked at $15K in Q3 2020.
  • 250 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.