Loring Wolcott & Coolidge Fiduciary Advisors’s Q2 Holdings QTWO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q3	–	Sell	-3,330	Closed	-$128K	–	628
2022 Q2	$128K	Hold	3,330	–	–	﹤0.01%	333
2022 Q1	$205K	Hold	3,330	–	–	﹤0.01%	303
2021 Q4	$265K	Hold	3,330	–	–	﹤0.01%	277
2021 Q3	$267K	Sell	3,330 -74	-2%	-$6.78K	﹤0.01%	271
2021 Q2	$349K	Sell	3,404 -12	-0.4%	-$1.2K	﹤0.01%	255
2021 Q1	$342K	Buy	3,416 +12	+0.4%	+$1.49K	﹤0.01%	242
2020 Q4	$431K	Buy	3,404 +74	+2%	+$7.97K	﹤0.01%	220
2020 Q3	$304K	Hold	3,330	–	–	﹤0.01%	230
2020 Q2	$286K	Hold	3,330	–	–	﹤0.01%	220
2020 Q1	$197K	Hold	3,330	–	–	﹤0.01%	235
2019 Q4	$270K	Hold	3,330	–	–	﹤0.01%	243
2019 Q3	$263K	Hold	3,330	–	–	﹤0.01%	239
2019 Q2	$254K	Hold	3,330	–	–	﹤0.01%	240
2019 Q1	$231K	Hold	3,330	–	–	﹤0.01%	246
2018 Q4	$165K	Hold	3,330	–	–	﹤0.01%	268
2018 Q3	$202K	Hold	3,330	–	–	﹤0.01%	270
2018 Q2	$190K	Hold	3,330	–	–	﹤0.01%	277
2018 Q1	$152K	Hold	3,330	–	–	﹤0.01%	306
2017 Q4	$123K	Hold	3,330	–	–	﹤0.01%	341
2017 Q3	$139K	Hold	3,330	–	–	﹤0.01%	318
2017 Q2	$130K	Hold	3,330	–	–	﹤0.01%	320
2017 Q1	$116K	Hold	3,330	–	–	﹤0.01%	331
2016 Q4	$96K	Hold	3,330	–	–	﹤0.01%	333
2016 Q3	$95K	Hold	3,330	–	–	﹤0.01%	338
2016 Q2	$93K	Buy	3,330 +830	+33%	+$20.8K	﹤0.01%	329
2016 Q1	$60K	Buy	+2,500	New	+$53.7K	﹤0.01%	371

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 $6.73T AUM 46.02% 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

Loring Wolcott & Coolidge Fiduciary Advisors's QTWO Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Q2 Holdings (QTWO) in Q3 2022, closing a stake of 3,330 shares — an estimated $128K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QTWO in Q1 2016 and held it in 26 quarters. The position peaked at $431K in Q4 2020. 209 funds tracked by Wall St. Rank hold QTWO as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Q2 Holdings position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,330 Q2 Holdings shares in Q3 2022, an estimated $128K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Q2 Holdings in Q1 2016 and held it in 26 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Q2 Holdings position peaked at $431K in Q4 2020.
209 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.