Steward Financial Group’s Q2 Holdings QTWO Stock Holding History

Steward Financial Group’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	$9K	Buy	+300	New	+$9.94K	﹤0.01%	413
2023 Q2	–	Sell	-300	Closed	-$7K	–	879
2023 Q1	$7K	Hold	300	–	–	﹤0.01%	254
2022 Q4	$8K	Buy	+300	New	+$8.39K	﹤0.01%	166
2022 Q3	–	Sell	-300	Closed	-$11K	–	1029
2022 Q2	$11K	Hold	300	–	–	0.01%	230
2022 Q1	$18K	Hold	300	–	–	0.02%	165
2021 Q4	$23K	Buy	+300	New	+$24.2K	0.02%	115

Other funds holding QTWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steward Financial Group's QTWO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Q2 Holdings (QTWO) in Q3 2023: 300 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in QTWO as recently as Q1 2023.

Steward Financial Group first reported a position in QTWO in Q4 2021 and has held it in 6 quarters since. The position peaked at $23K in Q4 2021. 206 funds tracked by Wall St. Rank hold QTWO as of Q3 2023.

Steward Financial Group held 300 shares of Q2 Holdings worth $9K as of Q3 2023.
Q2 Holdings was a new Steward Financial Group position in Q3 2023.
Q2 Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #413 holding.
Steward Financial Group first reported a position in Q2 Holdings in Q4 2021 and has held it in 6 quarters since.
Steward Financial Group's Q2 Holdings position peaked at $23K in Q4 2021.
206 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.