Ropes Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-300	Closed	-$38K	–	652
2020 Q4	$38K	Hold	300	–	–	0.01%	419
2020 Q3	$27K	Hold	300	–	–	0.01%	394
2020 Q2	$26K	Hold	300	–	–	0.01%	373
2020 Q1	$18K	Hold	300	–	–	﹤0.01%	375
2019 Q4	$24K	Hold	300	–	–	0.01%	399
2019 Q3	$24K	Hold	300	–	–	0.01%	412
2019 Q2	$23K	Hold	300	–	–	﹤0.01%	418
2019 Q1	$21K	Buy	+300	New	+$18.7K	0.01%	402

Other funds holding QTWO

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ropes Wealth Advisors's QTWO Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Q2 Holdings (QTWO) in Q1 2021, closing a stake of 300 shares — an estimated $38K sold.

Ropes Wealth Advisors first reported a position in QTWO in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q4 2020. 266 funds tracked by Wall St. Rank hold QTWO as of Q1 2021.

Ropes Wealth Advisors reported no remaining Q2 Holdings position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 300 Q2 Holdings shares in Q1 2021, an estimated $38K.
Ropes Wealth Advisors first reported a position in Q2 Holdings in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's Q2 Holdings position peaked at $38K in Q4 2020.
266 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.