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Freedman Financial Associates’s Invesco QQQ Trust QQQ Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-310
Closed -$115K – 322
2022
Q1 		$115K Buy
310
+9
+3% +$3.2K 0.08% 112
2021
Q4 		$120K Hold
301
– – 0.08% 106
2021
Q3 		$108K Buy
301
+41
+16% +$15.1K 0.08% 109
2021
Q2 		$92K Hold
260
– – 0.07% 119
2021
Q1 		$83K Hold
260
– – 0.07% 127
2020
Q4 		$82K Buy
+260
New +$76.3K 0.07% 114

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Freedman Financial Associates's QQQ Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco QQQ Trust (QQQ) in Q2 2022, closing a stake of 310 shares — an estimated $115K sold.

Freedman Financial Associates first reported a position in QQQ in Q4 2020 and held it in 6 quarters. The position peaked at $120K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold QQQ as of Q2 2022.

  • Freedman Financial Associates reported no remaining Invesco QQQ Trust position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 310 Invesco QQQ Trust shares in Q2 2022, an estimated $115K.
  • Freedman Financial Associates first reported a position in Invesco QQQ Trust in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Invesco QQQ Trust position peaked at $120K in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.