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Juncture Wealth Strategies’s Q2 Holdings QTWO Stock Holding History

Juncture Wealth Strategies’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
2021
Q3 		– Sell
-4,376
Closed -$366K – 123
2021
Q2 		$366K Buy
4,376
+2,034
+87% +$204K 0.21% 85
2021
Q1 		$231K Buy
2,342
+475
+25% +$59.1K 0.15% 94
2020
Q4 		$236K Buy
+1,867
New +$201K 0.15% 100

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 $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Juncture Wealth Strategies's QTWO Position: Q3 2021 in Review

Juncture Wealth Strategies sold out of Q2 Holdings (QTWO) in Q3 2021, closing a stake of 4,376 shares — an estimated $366K sold.

Juncture Wealth Strategies first reported a position in QTWO in Q4 2020 and held it in 3 quarters. The position peaked at $366K in Q2 2021. 237 funds tracked by Wall St. Rank hold QTWO as of Q3 2021.

  • Juncture Wealth Strategies reported no remaining Q2 Holdings position as of Q3 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,376 Q2 Holdings shares in Q3 2021, an estimated $366K.
  • Juncture Wealth Strategies first reported a position in Q2 Holdings in Q4 2020 and held it in 3 quarters.
  • Juncture Wealth Strategies's Q2 Holdings position peaked at $366K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2021.

Based on Juncture Wealth Strategies's 13F filing for Q3 2021, filed 15 Oct 2021.