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Alera Investment Advisors’s Qualcomm QCOM Stock Holding History

Alera Investment Advisors’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$343K Sell
2,016
-14
-0.7% -$2.47K 0.04% 190
2024
Q2 		$404K Buy
+2,030
New +$383K 0.05% 160
2022
Q3 		– Sell
-1,788
Closed -$229K – 183
2022
Q2 		$229K Buy
1,788
+410
+30% +$55.7K 0.06% 166
2022
Q1 		$211K Buy
+1,378
New +$231K 0.05% 172
2019
Q2 		– Sell
-951
Closed -$54K – 781
2019
Q1 		$54K Sell
951
-614
-39% -$33.1K 0.03% 160
2018
Q4 		$89K Buy
+1,565
New +$95K 0.05% 127

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's QCOM Position: Q3 2024 in Review

Alera Investment Advisors reduced its Qualcomm (QCOM) stake by 0.69% in Q3 2024, selling an estimated $2.47K and leaving 2,016 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #190.

Alera Investment Advisors first reported a position in QCOM in Q4 2018 and has held it in 6 quarters since. The position peaked at $404K in Q2 2024. 2,668 funds tracked by Wall St. Rank hold QCOM as of Q3 2024.

  • Alera Investment Advisors held 2,016 shares of Qualcomm worth $343K as of Q3 2024.
  • Alera Investment Advisors sold 14 Qualcomm shares in Q3 2024, an estimated $2.47K.
  • Qualcomm made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #190 holding.
  • Alera Investment Advisors first reported a position in Qualcomm in Q4 2018 and has held it in 6 quarters since.
  • Alera Investment Advisors's Qualcomm position peaked at $404K in Q2 2024.
  • 2,668 funds tracked by Wall St. Rank held Qualcomm as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.