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Valeo Financial Advisors’s Q2 Holdings QTWO Stock Holding History

Valeo Financial 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
-57
Closed -$7K – 2150
2020
Q4 		$7K Hold
57
– – ﹤0.01% 1290
2020
Q3 		$5K Sell
57
-478
-89% -$44.6K ﹤0.01% 1264
2020
Q2 		$46K Sell
535
-72
-12% -$5.54K ﹤0.01% 762
2020
Q1 		$40K Buy
607
+245
+68% +$19K ﹤0.01% 675
2019
Q4 		$29K Sell
362
-23
-6% -$1.77K ﹤0.01% 829
2019
Q3 		$30K Hold
385
– – ﹤0.01% 746
2019
Q2 		$29K Buy
385
+155
+67% +$11.2K ﹤0.01% 748
2019
Q1 		$16K Hold
230
– – ﹤0.01% 846
2018
Q4 		$11K Buy
230
+30
+15% +$1.53K ﹤0.01% 863
2018
Q3 		$11K Buy
+200
New +$12.4K ﹤0.01% 944

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

Valeo Financial Advisors's QTWO Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Q2 Holdings (QTWO) in Q1 2021, closing a stake of 57 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in QTWO in Q3 2018 and held it in 10 quarters. The position peaked at $46K in Q2 2020. 266 funds tracked by Wall St. Rank hold QTWO as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Q2 Holdings position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 57 Q2 Holdings shares in Q1 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Q2 Holdings in Q3 2018 and held it in 10 quarters.
  • Valeo Financial Advisors's Q2 Holdings position peaked at $46K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.