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TrueWealth LLC’s Q2 Holdings QTWO Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-200
Closed -$12K – 797
2018
Q3 		$12K Hold
200
– – 0.01% 459
2018
Q2 		$11K Hold
200
– – 0.01% 470
2018
Q1 		$9K Sell
200
-298
-60% -$12.9K ﹤0.01% 473
2017
Q4 		$18K Buy
+498
New +$20.4K 0.01% 411

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
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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

TrueWealth LLC's QTWO Position: Q4 2018 in Review

TrueWealth LLC sold out of Q2 Holdings (QTWO) in Q4 2018, closing a stake of 200 shares — an estimated $12K sold.

TrueWealth LLC first reported a position in QTWO in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 177 funds tracked by Wall St. Rank hold QTWO as of Q4 2018.

  • TrueWealth LLC reported no remaining Q2 Holdings position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 200 Q2 Holdings shares in Q4 2018, an estimated $12K.
  • TrueWealth LLC first reported a position in Q2 Holdings in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Q2 Holdings position peaked at $18K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.