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Chessman Wealth Strategies RIA’s Invesco QQQ Trust QQQ Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-79
Closed -$15K – 142
2018
Q3 		$15K Buy
+79
New +$14.3K 0.01% 109

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chessman Wealth Strategies RIA's QQQ Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Invesco QQQ Trust (QQQ) in Q4 2018, closing a stake of 79 shares — an estimated $15K sold.

Chessman Wealth Strategies RIA first reported a position in QQQ in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 1,194 funds tracked by Wall St. Rank hold QQQ as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Invesco QQQ Trust position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 79 Invesco QQQ Trust shares in Q4 2018, an estimated $15K.
  • Chessman Wealth Strategies RIA first reported a position in Invesco QQQ Trust in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Invesco QQQ Trust position peaked at $15K in Q3 2018.
  • 1,194 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.