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CLA (CliftonLarsonAllen) Wealth Advisors’s Qualcomm QCOM Stock Holding History

CLA (CliftonLarsonAllen) 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
2021
Q4 		– Sell
-1,847
Closed -$238K – 268
2021
Q3 		$238K Buy
1,847
+81
+5% +$11.5K 0.01% 291
2021
Q2 		$252K Buy
+1,766
New +$239K 0.01% 286
2015
Q3 		– Sell
-4,637
Closed -$290K – 150
2015
Q2 		$290K Buy
+4,637
New +$316K 0.06% 131

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's QCOM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Qualcomm (QCOM) in Q4 2021, closing a stake of 1,847 shares — an estimated $238K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in QCOM in Q2 2015 and held it in 3 quarters. The position peaked at $290K in Q2 2015. 2,462 funds tracked by Wall St. Rank hold QCOM as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Qualcomm position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,847 Qualcomm shares in Q4 2021, an estimated $238K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Qualcomm in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Qualcomm position peaked at $290K in Q2 2015.
  • 2,462 funds tracked by Wall St. Rank held Qualcomm as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.