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Northwest & Ethical Investments’s Q2 Holdings QTWO Stock Holding History

Northwest & Ethical Investments’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
2025
Q1 		– Sell
-1,200
Closed -$121K – 521
2024
Q4 		$121K Sell
1,200
-300
-20% -$28.5K ﹤0.01% 428
2024
Q3 		$120K Sell
1,500
-2,525
-63% -$178K ﹤0.01% 449
2024
Q2 		$243K Buy
4,025
+1,325
+49% +$76.1K 0.01% 384
2024
Q1 		$142K Buy
+2,700
New +$122K ﹤0.01% 420

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northwest & Ethical Investments's QTWO Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of Q2 Holdings (QTWO) in Q1 2025, closing a stake of 1,200 shares — an estimated $121K sold.

Northwest & Ethical Investments first reported a position in QTWO in Q1 2024 and held it in 4 quarters. The position peaked at $243K in Q2 2024. 337 funds tracked by Wall St. Rank hold QTWO as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining Q2 Holdings position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,200 Q2 Holdings shares in Q1 2025, an estimated $121K.
  • Northwest & Ethical Investments first reported a position in Q2 Holdings in Q1 2024 and held it in 4 quarters.
  • Northwest & Ethical Investments's Q2 Holdings position peaked at $243K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.