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Total Clarity Wealth Management’s Q2 Holdings QTWO Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-150
Closed -$12K – 491
2019
Q4 		$12K Buy
+150
New +$11.5K 0.01% 475

Other funds holding QTWO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

Total Clarity Wealth Management's QTWO Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Q2 Holdings (QTWO) in Q1 2020, closing a stake of 150 shares — an estimated $12K sold.

Total Clarity Wealth Management first reported a position in QTWO in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 195 funds tracked by Wall St. Rank hold QTWO as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Q2 Holdings position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 150 Q2 Holdings shares in Q1 2020, an estimated $12K.
  • Total Clarity Wealth Management first reported a position in Q2 Holdings in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Q2 Holdings position peaked at $12K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.