TWA
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TCI Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

TCI 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
2023
Q1 		– Sell
-438
Closed -$11.8K – 2613
2022
Q4 		$11.8K Buy
438
+172
+65% +$4.81K ﹤0.01% 958
2022
Q3 		$9K Buy
+266
New +$10.8K ﹤0.01% 1095
2022
Q1 		– Sell
-166
Closed -$13K – 2407
2021
Q4 		$13K Buy
166
+47
+39% +$3.79K ﹤0.01% 984
2021
Q3 		$10K Buy
119
+42
+55% +$3.85K ﹤0.01% 1115
2021
Q2 		$8K Buy
+77
New +$7.71K ﹤0.01% 1133
2018
Q4 		– Sell
-10
Closed -$1K – 1614
2018
Q3 		$1K Sell
10
-21
-68% -$1.3K ﹤0.01% 1300
2018
Q2 		$2K Buy
+31
New +$1.69K ﹤0.01% 1119

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return