First National Bank of Mount Dora’s Invesco QQQ Trust QQQ Stock Holding History

First National Bank of Mount Dora’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
2021 Q1	–	Sell	-750	Closed	-$235K	–	117
2020 Q4	$235K	Sell	750 -522	-41%	-$153K	0.09%	94
2020 Q3	$353K	Buy	1,272 +180	+16%	+$48.8K	0.15%	76
2020 Q2	$270K	Hold	1,092	–	–	0.12%	80
2020 Q1	$208K	Hold	1,092	–	–	0.11%	82
2019 Q4	$233K	Buy	+1,092	New	+$219K	0.1%	81

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First National Bank of Mount Dora's QQQ Position: Q1 2021 in Review

First National Bank of Mount Dora sold out of Invesco QQQ Trust (QQQ) in Q1 2021, closing a stake of 750 shares — an estimated $235K sold.

First National Bank of Mount Dora first reported a position in QQQ in Q4 2019 and held it in 5 quarters. The position peaked at $353K in Q3 2020. 1,947 funds tracked by Wall St. Rank hold QQQ as of Q1 2021.

First National Bank of Mount Dora reported no remaining Invesco QQQ Trust position as of Q1 2021 after selling out during the quarter.
First National Bank of Mount Dora sold 750 Invesco QQQ Trust shares in Q1 2021, an estimated $235K.
First National Bank of Mount Dora first reported a position in Invesco QQQ Trust in Q4 2019 and held it in 5 quarters.
First National Bank of Mount Dora's Invesco QQQ Trust position peaked at $353K in Q3 2020.
1,947 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2021.

Based on First National Bank of Mount Dora's 13F filing for Q1 2021, filed 5 Apr 2021.