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TrinityPoint Wealth’s Qualys QLYS Stock Holding History

TrinityPoint Wealth’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,021
Closed -$288K – 308
2022
Q1 		$288K Buy
2,021
+43
+2% +$5.49K 0.05% 250
2021
Q4 		$271K Buy
1,978
+158
+9% +$20.2K 0.05% 261
2021
Q3 		$203K Buy
+1,820
New +$199K 0.04% 293

Other funds holding QLYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrinityPoint Wealth's QLYS Position: Q2 2022 in Review

TrinityPoint Wealth sold out of Qualys (QLYS) in Q2 2022, closing a stake of 2,021 shares — an estimated $288K sold.

TrinityPoint Wealth first reported a position in QLYS in Q3 2021 and held it in 3 quarters. The position peaked at $288K in Q1 2022. 364 funds tracked by Wall St. Rank hold QLYS as of Q2 2022.

  • TrinityPoint Wealth reported no remaining Qualys position as of Q2 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,021 Qualys shares in Q2 2022, an estimated $288K.
  • TrinityPoint Wealth first reported a position in Qualys in Q3 2021 and held it in 3 quarters.
  • TrinityPoint Wealth's Qualys position peaked at $288K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held Qualys as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.