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Curi Wealth Management’s Qualcomm QCOM Stock Holding History

Curi Wealth Management’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
2024
Q1 		– Sell
-4,168
Closed -$603K – 108
2023
Q4 		$603K Sell
4,168
-798
-16% -$98.8K 0.08% 77
2023
Q3 		$552K Sell
4,966
-1,326
-21% -$154K 0.08% 81
2023
Q2 		$749K Sell
6,292
-226
-3% -$26K 0.1% 84
2023
Q1 		$832K Sell
6,518
-103
-2% -$12.8K 0.12% 83
2022
Q4 		$728K Buy
6,621
+660
+11% +$77.2K 0.1% 103
2022
Q3 		$673K Buy
5,961
+4,702
+373% +$646K 0.11% 95
2022
Q2 		$161K Sell
1,259
-263
-17% -$35.7K 0.03% 138
2022
Q1 		$232K Buy
1,522
+775
+104% +$130K 0.04% 107
2021
Q4 		$136K Buy
+747
New +$120K 0.02% 129
2021
Q1 		– Sell
-350
Closed -$53K – 397
2020
Q4 		$53K Buy
+350
New +$48.7K 0.04% 152

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curi Wealth Management's QCOM Position: Q1 2024 in Review

Curi Wealth Management sold out of Qualcomm (QCOM) in Q1 2024, closing a stake of 4,168 shares — an estimated $603K sold.

Curi Wealth Management first reported a position in QCOM in Q4 2020 and held it in 10 quarters. The position peaked at $832K in Q1 2023. 2,621 funds tracked by Wall St. Rank hold QCOM as of Q1 2024.

  • Curi Wealth Management reported no remaining Qualcomm position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 4,168 Qualcomm shares in Q1 2024, an estimated $603K.
  • Curi Wealth Management first reported a position in Qualcomm in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Qualcomm position peaked at $832K in Q1 2023.
  • 2,621 funds tracked by Wall St. Rank held Qualcomm as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.