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SYSTM Wealth Solutions’s Q2 Holdings QTWO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-68
Closed -$3.58K – 902
2024
Q1 		$3.58K Hold
68
– – ﹤0.01% 853
2023
Q4 		$2.95K Buy
+68
New +$2.42K ﹤0.01% 918

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's QTWO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Q2 Holdings (QTWO) in Q2 2024, closing a stake of 68 shares — an estimated $3.58K sold.

SYSTM Wealth Solutions first reported a position in QTWO in Q4 2023 and held it in 2 quarters. The position peaked at $3.58K in Q1 2024. 273 funds tracked by Wall St. Rank hold QTWO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Q2 Holdings position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 68 Q2 Holdings shares in Q2 2024, an estimated $3.58K.
  • SYSTM Wealth Solutions first reported a position in Q2 Holdings in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Q2 Holdings position peaked at $3.58K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.