FourThought Financial’s Q2 Holdings QTWO Stock Holding History

FourThought Financial’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	$21K	Hold	653	–	–	﹤0.01%	851
2022 Q2	$25K	Buy	653 +62	+10%	+$3.02K	﹤0.01%	812
2022 Q1	$36K	Buy	591 +88	+17%	+$5.64K	﹤0.01%	756
2021 Q4	$40K	Hold	503	–	–	0.01%	733
2021 Q3	$40K	Buy	503 +21	+4%	+$1.92K	0.01%	756
2021 Q2	$49K	Sell	482 -17	-3%	-$1.7K	0.01%	711
2021 Q1	$49K	Sell	499 -49	-9%	-$6.09K	0.01%	695
2020 Q4	$69K	Buy	+548	New	+$59K	0.01%	582

Other funds holding QTWO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 $4.6B AUM 16.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FourThought Financial's QTWO Position: Q3 2022 in Review

FourThought Financial held its Q2 Holdings (QTWO) position steady in Q3 2022 at 653 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

FourThought Financial first reported a position in QTWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $69K in Q4 2020. 209 funds tracked by Wall St. Rank hold QTWO as of Q3 2022.

FourThought Financial held 653 shares of Q2 Holdings worth $21K as of Q3 2022.
FourThought Financial left its Q2 Holdings share count unchanged in Q3 2022.
Q2 Holdings made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #851 holding.
FourThought Financial first reported a position in Q2 Holdings in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Q2 Holdings position peaked at $69K in Q4 2020.
209 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.