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Burt Wealth Advisors’s Qualcomm QCOM Stock Holding History

Burt Wealth 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
2020
Q4 		– Sell
-100
Closed -$12K – 416
2020
Q3 		$12K Hold
100
– – ﹤0.01% 275
2020
Q2 		$9K Hold
100
– – ﹤0.01% 271
2020
Q1 		$7K Hold
100
– – ﹤0.01% 290
2019
Q4 		$9K Hold
100
– – ﹤0.01% 277
2019
Q3 		$8K Hold
100
– – ﹤0.01% 282
2019
Q2 		$8K Hold
100
– – ﹤0.01% 280
2019
Q1 		$6K Hold
100
– – ﹤0.01% 296
2018
Q4 		$6K Hold
100
– – ﹤0.01% 300
2018
Q3 		$7K Hold
100
– – ﹤0.01% 309
2018
Q2 		$6K Hold
100
– – ﹤0.01% 306
2018
Q1 		$6K Hold
100
– – ﹤0.01% 308
2017
Q4 		$6K Hold
100
– – ﹤0.01% 301
2017
Q3 		$5K Sell
100
-108
-52% -$5.71K ﹤0.01% 299
2017
Q2 		$11K Buy
208
+108
+108% +$6.03K 0.01% 289
2017
Q1 		$6K Sell
100
-250
-71% -$14.5K ﹤0.01% 291
2016
Q4 		$23K Buy
350
+250
+250% +$16.8K 0.02% 223
2016
Q3 		$6K Hold
100
– – 0.01% 302
2016
Q2 		$5K Sell
100
-375
-79% -$19.8K 0.01% 317
2016
Q1 		$24K Buy
475
+301
+173% +$14.7K 0.02% 227
2015
Q4 		$8K Buy
174
+74
+74% +$3.95K 0.01% 311
2015
Q3 		$5K Sell
100
-67
-40% -$3.98K 0.01% 307
2015
Q2 		$11K Hold
167
– – 0.01% 265
2015
Q1 		$12K Sell
167
-120
-42% -$8.46K 0.01% 229
2014
Q4 		$21K Buy
+287
New +$21K 0.02% 189

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burt Wealth Advisors's QCOM Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Qualcomm (QCOM) in Q4 2020, closing a stake of 100 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in QCOM in Q4 2014 and held it in 24 quarters. The position peaked at $24K in Q1 2016. 2,137 funds tracked by Wall St. Rank hold QCOM as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Qualcomm position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 100 Qualcomm shares in Q4 2020, an estimated $12K.
  • Burt Wealth Advisors first reported a position in Qualcomm in Q4 2014 and held it in 24 quarters.
  • Burt Wealth Advisors's Qualcomm position peaked at $24K in Q1 2016.
  • 2,137 funds tracked by Wall St. Rank held Qualcomm as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.