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AllGen Financial Advisors’s Qualcomm QCOM Stock Holding History

AllGen Financial 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
Q4 		– Sell
-1,326
Closed -$225K – 42
2024
Q3 		$225K Sell
1,326
-15,954
-92% -$2.82M 0.07% 38
2024
Q2 		$3.44M Sell
17,280
-2,120
-11% -$400K 1.31% 17
2024
Q1 		$3.28M Sell
19,400
-3,387
-15% -$523K 1.34% 18
2023
Q4 		$3.3M Sell
22,787
-65
-0.3% -$8.05K 1.71% 14
2023
Q3 		$2.54M Buy
22,852
+208
+0.9% +$24.1K 1.8% 16
2023
Q2 		$2.7M Buy
22,644
+1,665
+8% +$191K 1.7% 19
2023
Q1 		$2.68M Sell
20,979
-60
-0.3% -$7.46K 1.87% 16
2022
Q4 		$2.31M Buy
21,039
+1,113
+6% +$130K 1.66% 17
2022
Q3 		$2.25M Sell
19,926
-37,680
-65% -$5.18M 1.75% 14
2022
Q2 		$3.36M Buy
57,606
+40,074
+229% +$5.44M 2.76% 10
2022
Q1 		$2.68M Sell
17,532
-4,175
-19% -$700K 2.24% 14
2021
Q4 		$3.97M Buy
21,707
+6,483
+43% +$1.04M 2.94% 10
2021
Q3 		$1.96M Sell
15,224
-3,980
-21% -$565K 1.6% 13
2021
Q2 		$2.74M Buy
19,204
+1,108
+6% +$150K 2.11% 12
2021
Q1 		$2.4M Buy
18,096
+744
+4% +$107K 1.96% 15
2020
Q4 		$2.64M Buy
+17,352
New +$2.42M 2.45% 11

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllGen Financial Advisors's QCOM Position: Q4 2024 in Review

AllGen Financial Advisors sold out of Qualcomm (QCOM) in Q4 2024, closing a stake of 1,326 shares — an estimated $225K sold.

AllGen Financial Advisors first reported a position in QCOM in Q4 2020 and held it in 16 quarters. The position peaked at $3.97M in Q4 2021. 2,783 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

  • AllGen Financial Advisors reported no remaining Qualcomm position as of Q4 2024 after selling out during the quarter.
  • AllGen Financial Advisors sold 1,326 Qualcomm shares in Q4 2024, an estimated $225K.
  • AllGen Financial Advisors first reported a position in Qualcomm in Q4 2020 and held it in 16 quarters.
  • AllGen Financial Advisors's Qualcomm position peaked at $3.97M in Q4 2021.
  • 2,783 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on AllGen Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.