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HB Wealth Management’s Q2 Holdings QTWO Stock Holding History

HB Wealth Management’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
2024
Q4 		– Sell
-2,902
Closed -$231K – 1108
2024
Q3 		$231K Buy
+2,902
New +$205K ﹤0.01% 844

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

HB Wealth Management's QTWO Position: Q4 2024 in Review

HB Wealth Management sold out of Q2 Holdings (QTWO) in Q4 2024, closing a stake of 2,902 shares — an estimated $231K sold.

HB Wealth Management first reported a position in QTWO in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 337 funds tracked by Wall St. Rank hold QTWO as of Q4 2024.

  • HB Wealth Management reported no remaining Q2 Holdings position as of Q4 2024 after selling out during the quarter.
  • HB Wealth Management sold 2,902 Q2 Holdings shares in Q4 2024, an estimated $231K.
  • HB Wealth Management first reported a position in Q2 Holdings in Q3 2024 and held it in 1 quarter.
  • HB Wealth Management's Q2 Holdings position peaked at $231K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.