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Orion Portfolio Solutions’s Q2 Holdings QTWO Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-94
Closed -$8K – 2228
2019
Q4 		$8K Buy
+94
New +$7.22K ﹤0.01% 1102

Other funds holding QTWO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

Orion Portfolio Solutions's QTWO Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Q2 Holdings (QTWO) in Q1 2020, closing a stake of 94 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in QTWO in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 195 funds tracked by Wall St. Rank hold QTWO as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Q2 Holdings position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 94 Q2 Holdings shares in Q1 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Q2 Holdings in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Q2 Holdings position peaked at $8K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.