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Advanced Research Investment Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Advanced Research Investment Solutions’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-60
Closed -$21.5K – 210
2021
Q3 		$21.5K Buy
+60
New +$22.1K 0.01% 97

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advanced Research Investment Solutions's QQQ Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of Invesco QQQ Trust (QQQ) in Q4 2021, closing a stake of 60 shares — an estimated $21.5K sold.

Advanced Research Investment Solutions first reported a position in QQQ in Q3 2021 and held it in 1 quarter. The position peaked at $21.5K in Q3 2021. 2,387 funds tracked by Wall St. Rank hold QQQ as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining Invesco QQQ Trust position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 60 Invesco QQQ Trust shares in Q4 2021, an estimated $21.5K.
  • Advanced Research Investment Solutions first reported a position in Invesco QQQ Trust in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Invesco QQQ Trust position peaked at $21.5K in Q3 2021.
  • 2,387 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.