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Ten Capital Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Ten Capital 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
2021
Q1 		– Sell
-59
Closed -$7K – 391
2020
Q4 		$7K Buy
+59
New +$6.35K ﹤0.01% 283

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ten Capital Wealth Advisors's QTWO Position: Q1 2021 in Review

Ten Capital Wealth Advisors sold out of Q2 Holdings (QTWO) in Q1 2021, closing a stake of 59 shares — an estimated $7K sold.

Ten Capital Wealth Advisors first reported a position in QTWO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 266 funds tracked by Wall St. Rank hold QTWO as of Q1 2021.

  • Ten Capital Wealth Advisors reported no remaining Q2 Holdings position as of Q1 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 59 Q2 Holdings shares in Q1 2021, an estimated $7K.
  • Ten Capital Wealth Advisors first reported a position in Q2 Holdings in Q4 2020 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Q2 Holdings position peaked at $7K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.