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First Personal Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

First Personal Financial Services’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
2024
Q3 		$92.7K Hold
190
– – 0.02% 167
2024
Q2 		$91K Buy
+190
New +$85.5K 0.02% 163
2023
Q1 		– Sell
-90
Closed -$24K – 427
2022
Q4 		$24K Sell
90
-210
-70% -$58.1K 0.01% 277
2022
Q3 		$80K Buy
300
+158
+111% +$47.7K 0.02% 160
2022
Q2 		$40K Hold
142
– – 0.01% 197
2022
Q1 		$51K Buy
+142
New +$50.4K 0.01% 184
2016
Q4 		– Sell
-200
Closed -$24K – 937
2016
Q3 		$24K Buy
+200
New +$23.1K 0.01% 401
2016
Q1 		– Sell
-104
Closed -$12K – 383
2015
Q4 		$12K Buy
+104
New +$11.6K 0.01% 284

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

First Personal Financial Services's QQQ Position: Q3 2024 in Review

First Personal Financial Services held its Invesco QQQ Trust (QQQ) position steady in Q3 2024 at 190 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #167.

First Personal Financial Services first reported a position in QQQ in Q4 2015 and has held it in 8 quarters since. 3,050 funds tracked by Wall St. Rank hold QQQ as of Q3 2024.

  • First Personal Financial Services held 190 shares of Invesco QQQ Trust worth $92.7K as of Q3 2024.
  • First Personal Financial Services left its Invesco QQQ Trust share count unchanged in Q3 2024.
  • Invesco QQQ Trust made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #167 holding.
  • First Personal Financial Services first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 8 quarters since.
  • 3,050 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.