TIS
QTWO icon

Tortoise Index Solutions’s Q2 Holdings QTWO Stock Holding History

Tortoise Index 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
2022
Q3 		– Sell
-2,187
Closed -$84K – 101
2022
Q2 		$84K Buy
2,187
+102
+5% +$4.96K 0.02% 94
2022
Q1 		$129K Buy
2,085
+226
+12% +$14.5K 0.02% 90
2021
Q4 		$148K Buy
1,859
+67
+4% +$5.41K 0.03% 91
2021
Q3 		$144K Sell
1,792
-173
-9% -$15.9K 0.03% 91
2021
Q2 		$202K Sell
1,965
-80
-4% -$8.01K 0.04% 85
2021
Q1 		$205K Buy
2,045
+772
+61% +$96K 0.05% 88
2020
Q4 		$161K Buy
1,273
+15
+1% +$1.61K 0.05% 86
2020
Q3 		$115K Buy
+1,258
New +$117K 0.04% 85
2020
Q2 		– Sell
-1,654
Closed -$98K – 89
2020
Q1 		$98K Buy
1,654
+62
+4% +$4.81K 0.04% 82
2019
Q4 		$129K Buy
1,592
+484
+44% +$37.2K 0.03% 87
2019
Q3 		$87K Buy
1,108
+441
+66% +$36.4K 0.03% 109
2019
Q2 		$51K Buy
667
+99
+17% +$7.16K 0.02% 118
2019
Q1 		$39K Buy
+568
New +$35.5K 0.01% 123

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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return