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Prospera Financial Services’s Q2 Holdings QTWO Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-250
Closed -$15K – 2371
2022
Q1 		$15K Buy
+250
New +$16K ﹤0.01% 1867
2020
Q4 		– Sell
-400
Closed -$37K – 1342
2020
Q3 		$37K Buy
+400
New +$37.3K 0.01% 721

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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Prospera Financial Services's QTWO Position: Q2 2022 in Review

Prospera Financial Services sold out of Q2 Holdings (QTWO) in Q2 2022, closing a stake of 250 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in QTWO in Q3 2020 and held it in 2 quarters. The position peaked at $37K in Q3 2020. 217 funds tracked by Wall St. Rank hold QTWO as of Q2 2022.

  • Prospera Financial Services reported no remaining Q2 Holdings position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 250 Q2 Holdings shares in Q2 2022, an estimated $15K.
  • Prospera Financial Services first reported a position in Q2 Holdings in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Q2 Holdings position peaked at $37K in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.