Bernardo Wealth Planning’s Qualcomm QCOM Stock Holding History

Bernardo Wealth Planning’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
2021 Q1	–	Sell	-5,616	Closed	-$855K	–	132
2020 Q4	$855K	Buy	5,616 +4	+0.1%	+$557	0.33%	64
2020 Q3	$660K	Buy	5,612 +2,594	+86%	+$277K	0.3%	70
2020 Q2	$275K	Buy	+3,018	New	+$242K	0.15%	114
2020 Q1	–	Sell	-2,913	Closed	-$257K	–	151
2019 Q4	$257K	Buy	2,913 +6	+0.2%	+$502	0.16%	137
2019 Q3	$221K	Sell	2,907 -17	-0.6%	-$1.28K	0.16%	135
2019 Q2	$223K	Buy	+2,924	New	+$214K	0.17%	130

Other funds holding QCOM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bernardo Wealth Planning's QCOM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Qualcomm (QCOM) in Q1 2021, closing a stake of 5,616 shares — an estimated $855K sold.

Bernardo Wealth Planning first reported a position in QCOM in Q2 2019 and held it in 6 quarters. The position peaked at $855K in Q4 2020. 2,102 funds tracked by Wall St. Rank hold QCOM as of Q1 2021.

Bernardo Wealth Planning reported no remaining Qualcomm position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 5,616 Qualcomm shares in Q1 2021, an estimated $855K.
Bernardo Wealth Planning first reported a position in Qualcomm in Q2 2019 and held it in 6 quarters.
Bernardo Wealth Planning's Qualcomm position peaked at $855K in Q4 2020.
2,102 funds tracked by Wall St. Rank held Qualcomm as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.