Ford Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,170
Closed -$578K 77
2022
Q4
$578K Buy
2,170
+6
+0.3% +$1.66K 0.23% 72
2022
Q3
$578K Sell
2,164
-397
-16% -$120K 0.24% 70
2022
Q2
$717K Sell
2,561
-1,100
-30% -$341K 0.29% 61
2022
Q1
$1.33M Sell
3,661
-10,621
-74% -$3.77M 0.51% 40
2021
Q4
$5.68K Sell
14,282
-44
-0.3% -$17K 1.13% 14
2021
Q3
$5.13M Buy
14,326
+11,042
+336% +$4.07M 1.98% 14
2021
Q2
$1.16M Sell
3,284
-2,400
-42% -$807K 0.43% 35
2021
Q1
$1.81M Sell
5,684
-9,160
-62% -$2.93M 0.78% 27
2020
Q4
$4.66M Sell
14,844
-1,135
-7% -$333K 2.2% 12
2020
Q3
$4.44M Buy
15,979
+106
+0.7% +$28.7K 2.42% 11
2020
Q2
$3.93M Sell
15,873
-39
-0.2% -$8.74K 2.19% 10
2020
Q1
$3.03M Buy
+15,912
New +$3.37M 2.02% 11
2019
Q3
Sell
-2,142
Closed -$400K 96
2019
Q2
$400K Sell
2,142
-48
-2% -$8.83K 0.27% 45
2019
Q1
$393K Sell
2,190
-39
-2% -$6.62K 0.28% 40
2018
Q4
$343K Sell
2,229
-174
-7% -$29.1K 0.26% 42
2018
Q3
$447K Buy
2,403
+102
+4% +$18.5K 0.33% 25
2018
Q2
$397K Sell
2,301
-318
-12% -$53.3K 0.29% 27
2018
Q1
$419K Sell
2,619
-329
-11% -$54.4K 0.33% 27
2017
Q4
$479K Buy
+2,948
New +$450K 0.36% 25

Other funds holding QQQ

Ford Financial Group's QQQ Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco QQQ Trust (QQQ) in Q1 2023, closing a stake of 2,170 shares — an estimated $578K sold.

Ford Financial Group first reported a position in QQQ in Q4 2017 and held it in 19 quarters. The position peaked at $5.13M in Q3 2021. 2,446 funds tracked by Wall St. Rank hold QQQ as of Q1 2023.

  • Ford Financial Group reported no remaining Invesco QQQ Trust position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 2,170 Invesco QQQ Trust shares in Q1 2023, an estimated $578K.
  • Ford Financial Group first reported a position in Invesco QQQ Trust in Q4 2017 and held it in 19 quarters.
  • Ford Financial Group's Invesco QQQ Trust position peaked at $5.13M in Q3 2021.
  • 2,446 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.