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JNBA Financial Advisors’s Q2 Holdings QTWO Stock Holding History

JNBA Financial Advisors’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
2023
Q3 		– Sell
-2,107
Closed -$65.1K – 759
2023
Q2 		$65.1K Hold
2,107
– – 0.01% 263
2023
Q1 		$51.9K Buy
+2,107
New +$62.7K 0.01% 278
2022
Q1 		– Sell
-6
Closed – – 813
2021
Q4 		$0 Buy
+6
New +$484 ﹤0.01% 866
2016
Q4 		– Sell
-158
Closed -$5K – 1127
2016
Q3 		$5K Buy
+158
New +$4.44K ﹤0.01% 1239

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JNBA Financial Advisors's QTWO Position: Q3 2023 in Review

JNBA Financial Advisors sold out of Q2 Holdings (QTWO) in Q3 2023, closing a stake of 2,107 shares — an estimated $65.1K sold.

JNBA Financial Advisors first reported a position in QTWO in Q3 2016 and held it in 4 quarters. The position peaked at $65.1K in Q2 2023. 206 funds tracked by Wall St. Rank hold QTWO as of Q3 2023.

  • JNBA Financial Advisors reported no remaining Q2 Holdings position as of Q3 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,107 Q2 Holdings shares in Q3 2023, an estimated $65.1K.
  • JNBA Financial Advisors first reported a position in Q2 Holdings in Q3 2016 and held it in 4 quarters.
  • JNBA Financial Advisors's Q2 Holdings position peaked at $65.1K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2023.

Based on JNBA Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.