Wealthspire Advisors (Maryland)’s Q2 Holdings QTWO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-310	Closed	-$21K	–	1643
2019 Q1	$21K	Hold	310	–	–	﹤0.01%	1259
2018 Q4	$15K	Hold	310	–	–	﹤0.01%	1329
2018 Q3	$19K	Sell	310 -30	-9%	-$1.85K	﹤0.01%	1326
2018 Q2	$19K	Hold	340	–	–	﹤0.01%	1330
2018 Q1	$15K	Hold	340	–	–	﹤0.01%	1409
2017 Q4	$13K	Sell	340 -30	-8%	-$1.23K	﹤0.01%	1489
2017 Q3	$15K	Buy	370 +10	+3%	+$391	﹤0.01%	1416
2017 Q2	$13K	Hold	360	–	–	﹤0.01%	1438
2017 Q1	$13K	Hold	360	–	–	﹤0.01%	1242
2016 Q4	$10K	Sell	360 -220	-38%	-$6.5K	﹤0.01%	1227
2016 Q3	$17K	Buy	580 +55	+10%	+$1.55K	﹤0.01%	1109
2016 Q2	$15K	Buy	525 +340	+184%	+$8.52K	﹤0.01%	1101
2016 Q1	$4K	Buy	+185	New	+$3.97K	﹤0.01%	1406

Other funds holding QTWO

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s QTWO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Q2 Holdings (QTWO) in Q2 2019, closing a stake of 310 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in QTWO in Q1 2016 and held it in 13 quarters. The position peaked at $21K in Q1 2019. 203 funds tracked by Wall St. Rank hold QTWO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Q2 Holdings position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 310 Q2 Holdings shares in Q2 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in Q2 Holdings in Q1 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Q2 Holdings position peaked at $21K in Q1 2019.
203 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.