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CWS Financial Advisors’s Qualcomm QCOM Stock Holding History

CWS Financial 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
2024
Q4 		– Sell
-1,369
Closed -$233K – 132
2024
Q3 		$233K Buy
1,369
+1
+0.1% +$177 0.08% 108
2024
Q2 		$272K Sell
1,368
-26
-2% -$4.91K 0.11% 90
2024
Q1 		$236K Buy
1,394
+9
+0.6% +$1.39K 0.1% 99
2023
Q4 		$200K Buy
+1,385
New +$172K 0.08% 140
2022
Q2 		– Sell
-1,482
Closed -$227K – 173
2022
Q1 		$227K Buy
1,482
+14
+1% +$2.35K 0.09% 142
2021
Q4 		$269K Buy
+1,468
New +$235K 0.09% 128
2021
Q1 		– Sell
-1,310
Closed -$200K – 144
2020
Q4 		$200K Buy
+1,310
New +$182K 0.12% 132

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CWS Financial Advisors's QCOM Position: Q4 2024 in Review

CWS Financial Advisors sold out of Qualcomm (QCOM) in Q4 2024, closing a stake of 1,369 shares — an estimated $233K sold.

CWS Financial Advisors first reported a position in QCOM in Q4 2020 and held it in 7 quarters. The position peaked at $272K in Q2 2024. 2,792 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

  • CWS Financial Advisors reported no remaining Qualcomm position as of Q4 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 1,369 Qualcomm shares in Q4 2024, an estimated $233K.
  • CWS Financial Advisors first reported a position in Qualcomm in Q4 2020 and held it in 7 quarters.
  • CWS Financial Advisors's Qualcomm position peaked at $272K in Q2 2024.
  • 2,792 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on CWS Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.