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Mid Atlantic Financial Management’s Q2 Holdings QTWO Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$249K Buy
3,111
+37
+1% +$3.39K 0.02% 733
2021
Q2 		$315K Buy
3,074
+27
+0.9% +$2.7K 0.02% 647
2021
Q1 		$305K Buy
3,047
+130
+4% +$16.2K 0.02% 623
2020
Q4 		$369K Hold
2,917
– – 0.03% 498
2020
Q3 		$303K Buy
2,917
+87
+3% +$8.12K 0.03% 513
2020
Q2 		$243K Buy
+2,830
New +$218K 0.02% 555

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Mid Atlantic Financial Management's QTWO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Q2 Holdings (QTWO) stake by 1.2% in Q3 2021, buying an estimated $3.39K and bringing the position to 3,111 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #733.

Mid Atlantic Financial Management first reported a position in QTWO in Q2 2020 and has held it in 6 quarters since. The position peaked at $369K in Q4 2020. 237 funds tracked by Wall St. Rank hold QTWO as of Q3 2021.

  • Mid Atlantic Financial Management held 3,111 shares of Q2 Holdings worth $249K as of Q3 2021.
  • Mid Atlantic Financial Management bought 37 Q2 Holdings shares in Q3 2021, an estimated $3.39K.
  • Q2 Holdings made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #733 holding.
  • Mid Atlantic Financial Management first reported a position in Q2 Holdings in Q2 2020 and has held it in 6 quarters since.
  • Mid Atlantic Financial Management's Q2 Holdings position peaked at $369K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.