Heritage Wealth Management (Arizona)’s Qualcomm QCOM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$23.5K	Buy	214 +140	+189%	+$16.4K	﹤0.01%	636
2022 Q3	$8K	Buy	74 +54	+270%	+$7.42K	﹤0.01%	691
2022 Q2	$2.56K	Sell	20 -14	-41%	-$1.9K	﹤0.01%	857
2022 Q1	$5K	Buy	+34	New	+$5.7K	﹤0.01%	804
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	786
2021 Q2	$3K	Sell	20 -640	-97%	-$86.5K	﹤0.01%	815
2021 Q1	$88K	Buy	+660	New	+$95.2K	0.05%	267

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s QCOM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Qualcomm (QCOM) stake by 189% in Q4 2022, buying an estimated $16.4K and bringing the position to 214 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Heritage Wealth Management (Arizona) first reported a position in QCOM in Q1 2021 and has held it in 7 quarters since. The position peaked at $88K in Q1 2021. 2,341 funds tracked by Wall St. Rank hold QCOM as of Q4 2022.

Heritage Wealth Management (Arizona) held 214 shares of Qualcomm worth $23.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 140 Qualcomm shares in Q4 2022, an estimated $16.4K.
Qualcomm made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #636 holding.
Heritage Wealth Management (Arizona) first reported a position in Qualcomm in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Qualcomm position peaked at $88K in Q1 2021.
2,341 funds tracked by Wall St. Rank held Qualcomm as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.