LFA
QTWO icon

Legacy Financial Advisors’s Q2 Holdings QTWO Stock Holding History

Legacy 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
2019
Q1 		– Sell
-89
Closed -$4K – 1137
2018
Q4 		$4K Hold
89
– – ﹤0.01% 779
2018
Q3 		$5K Sell
89
-53
-37% -$3.27K ﹤0.01% 696
2018
Q2 		$9K Sell
142
-60
-30% -$3.27K ﹤0.01% 557
2018
Q1 		$9K Buy
202
+5
+3% +$216 ﹤0.01% 508
2017
Q4 		$7K Buy
+197
New +$8.07K ﹤0.01% 576

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Legacy Financial Advisors's QTWO Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Q2 Holdings (QTWO) in Q1 2019, closing a stake of 89 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in QTWO in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 192 funds tracked by Wall St. Rank hold QTWO as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Q2 Holdings position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 89 Q2 Holdings shares in Q1 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Q2 Holdings in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Q2 Holdings position peaked at $9K in Q2 2018.
  • 192 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.