EP Wealth Advisors’s D-Wave Quantum QBTS Stock Holding History

EP Wealth Advisors’s Portfolio QBTS Stock Details QBTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,122	Closed	-$93.4K	–	1356
2024 Q4	$93.4K	Buy	+11,122	New	+$33.3K	﹤0.01%	1210

Other funds holding QBTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EP Wealth Advisors's QBTS Position: Q1 2025 in Review

EP Wealth Advisors sold out of D-Wave Quantum (QBTS) in Q1 2025, closing a stake of 11,122 shares — an estimated $93.4K sold.

EP Wealth Advisors first reported a position in QBTS in Q4 2024 and held it in 1 quarter. The position peaked at $93.4K in Q4 2024. 268 funds tracked by Wall St. Rank hold QBTS as of Q1 2025.

EP Wealth Advisors reported no remaining D-Wave Quantum position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 11,122 D-Wave Quantum shares in Q1 2025, an estimated $93.4K.
EP Wealth Advisors first reported a position in D-Wave Quantum in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's D-Wave Quantum position peaked at $93.4K in Q4 2024.
268 funds tracked by Wall St. Rank held D-Wave Quantum as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.