CDH
QQQ icon

Charles D. Hyman’s Invesco QQQ Trust QQQ Stock Holding History

Charles D. Hyman’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.82M Buy
10,054
+943
+10% +$424K 0.27% 59
2024
Q1 		$4.04M Hold
9,111
– – 0.22% 73
2023
Q4 		$3.73M Buy
9,111
+218
+2% +$82.8K 0.22% 72
2023
Q3 		$3.19M Buy
8,893
+2
+0% +$742 0.21% 76
2023
Q2 		$3.29M Buy
8,891
+7
+0.1% +$2.36K 0.21% 76
2023
Q1 		$2.85M Buy
8,884
+555
+7% +$164K 0.19% 82
2022
Q4 		$2.22M Buy
8,329
+7,527
+939% +$2.08M 0.15% 86
2022
Q3 		$214K Hold
802
– – 0.02% 218
2022
Q2 		$225K Sell
802
-250
-24% -$77.6K 0.02% 218
2022
Q1 		$381K Hold
1,052
– – 0.02% 187
2021
Q4 		$419K Sell
1,052
-50
-5% -$19.3K 0.03% 176
2021
Q3 		$394K Buy
1,102
+127
+13% +$46.8K 0.03% 175
2021
Q2 		$346K Hold
975
– – 0.02% 187
2021
Q1 		$311K Sell
975
-91
-9% -$29.1K 0.02% 190
2020
Q4 		$334K Buy
1,066
+91
+9% +$26.7K 0.03% 182
2020
Q3 		$271K Hold
975
– – 0.02% 190
2020
Q2 		$241K Buy
+975
New +$219K 0.02% 195

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles D. Hyman's QQQ Position: Q2 2024 in Review

Charles D. Hyman increased its Invesco QQQ Trust (QQQ) stake by 10% in Q2 2024, buying an estimated $424K and bringing the position to 10,054 shares worth $4.82M. The position accounts for 0.27% of the portfolio, ranked #59.

Charles D. Hyman first reported a position in QQQ in Q2 2020 and has held it in 17 quarters since. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

  • Charles D. Hyman held 10,054 shares of Invesco QQQ Trust worth $4.82M as of Q2 2024.
  • Charles D. Hyman bought 943 Invesco QQQ Trust shares in Q2 2024, an estimated $424K.
  • Invesco QQQ Trust made up 0.27% of Charles D. Hyman's portfolio in Q2 2024, its #59 holding.
  • Charles D. Hyman first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 17 quarters since.
  • 2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.