BKM Wealth Management’s QCR Holdings QCRH Stock Holding History

BKM Wealth Management’s Portfolio QCRH Stock Details QCRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-562	Closed	-$32.8K	–	467
2023 Q4	$32.8K	Buy	+562	New	+$29.1K	0.01%	303

Other funds holding QCRH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BKM Wealth Management's QCRH Position: Q1 2024 in Review

BKM Wealth Management sold out of QCR Holdings (QCRH) in Q1 2024, closing a stake of 562 shares — an estimated $32.8K sold.

BKM Wealth Management first reported a position in QCRH in Q4 2023 and held it in 1 quarter. The position peaked at $32.8K in Q4 2023. 162 funds tracked by Wall St. Rank hold QCRH as of Q1 2024.

BKM Wealth Management reported no remaining QCR Holdings position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 562 QCR Holdings shares in Q1 2024, an estimated $32.8K.
BKM Wealth Management first reported a position in QCR Holdings in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's QCR Holdings position peaked at $32.8K in Q4 2023.
162 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.