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Squar Milner Financial Services’s Q2 Holdings QTWO Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-308
Closed -$18K – 582
2020
Q1 		$18K Buy
+308
New +$23.9K 0.01% 486

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's QTWO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Q2 Holdings (QTWO) in Q2 2020, closing a stake of 308 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in QTWO in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 229 funds tracked by Wall St. Rank hold QTWO as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Q2 Holdings position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 308 Q2 Holdings shares in Q2 2020, an estimated $18K.
  • Squar Milner Financial Services first reported a position in Q2 Holdings in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Q2 Holdings position peaked at $18K in Q1 2020.
  • 229 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.