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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 – 1608
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 $6.73T AUM 46.02% 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 $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TCI Wealth Advisors's QTWO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Q2 Holdings (QTWO) in Q1 2023, closing a stake of 438 shares — an estimated $11.8K sold.

TCI Wealth Advisors first reported a position in QTWO in Q2 2018 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 203 funds tracked by Wall St. Rank hold QTWO as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Q2 Holdings position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 438 Q2 Holdings shares in Q1 2023, an estimated $11.8K.
  • TCI Wealth Advisors first reported a position in Q2 Holdings in Q2 2018 and held it in 7 quarters.
  • TCI Wealth Advisors's Q2 Holdings position peaked at $13K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.