HC Advisors’s Invesco QQQ Trust QQQ Stock Holding History

HC Advisors’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 Q3	–	Sell	-3,265	Closed	-$808K	–	83
2020 Q2	$808K	Buy	3,265 +1,162	+55%	+$260K	0.67%	33
2020 Q1	$400K	Buy	+2,103	New	+$445K	1.74%	11

Other funds holding QQQ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HC Advisors's QQQ Position: Q3 2020 in Review

HC Advisors sold out of Invesco QQQ Trust (QQQ) in Q3 2020, closing a stake of 3,265 shares — an estimated $808K sold.

HC Advisors first reported a position in QQQ in Q1 2020 and held it in 2 quarters. The position peaked at $808K in Q2 2020. 1,696 funds tracked by Wall St. Rank hold QQQ as of Q3 2020.

HC Advisors reported no remaining Invesco QQQ Trust position as of Q3 2020 after selling out during the quarter.
HC Advisors sold 3,265 Invesco QQQ Trust shares in Q3 2020, an estimated $808K.
HC Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and held it in 2 quarters.
HC Advisors's Invesco QQQ Trust position peaked at $808K in Q2 2020.
1,696 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2020.

Based on HC Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.