VFA
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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 – 2158
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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return