EIM
QQQ icon

Essex Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Essex Investment Management’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
2020
Q2 		– Sell
-10,601
Closed -$2.02M – 440
2020
Q1 		$2.02M Buy
+10,601
New +$2.24M 0.41% 67

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Essex Investment Management's QQQ Position: Q2 2020 in Review

Essex Investment Management sold out of Invesco QQQ Trust (QQQ) in Q2 2020, closing a stake of 10,601 shares — an estimated $2.02M sold.

Essex Investment Management first reported a position in QQQ in Q1 2020 and held it in 1 quarter. The position peaked at $2.02M in Q1 2020. 1,658 funds tracked by Wall St. Rank hold QQQ as of Q2 2020.

  • Essex Investment Management reported no remaining Invesco QQQ Trust position as of Q2 2020 after selling out during the quarter.
  • Essex Investment Management sold 10,601 Invesco QQQ Trust shares in Q2 2020, an estimated $2.02M.
  • Essex Investment Management first reported a position in Invesco QQQ Trust in Q1 2020 and held it in 1 quarter.
  • Essex Investment Management's Invesco QQQ Trust position peaked at $2.02M in Q1 2020.
  • 1,658 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.