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Pathstone Family Office’s Q2 Holdings QTWO Stock Holding History

Pathstone Family Office’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
2023
Q3 		$388K Buy
+12,035
New +$399K ﹤0.01% 1166

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pathstone Family Office's QTWO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Q2 Holdings (QTWO) in Q3 2023: 12,035 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

206 funds tracked by Wall St. Rank hold QTWO as of Q3 2023.

  • Pathstone Family Office held 12,035 shares of Q2 Holdings worth $388K as of Q3 2023.
  • Q2 Holdings was a new Pathstone Family Office position in Q3 2023.
  • Q2 Holdings made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1166 holding.
  • 206 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.