Kapstone Financial Advisors’s Qualcomm QCOM Stock Holding History

Kapstone Financial Advisors’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
2024 Q3	–	Sell	-1,175	Closed	-$234K	–	114
2024 Q2	$234K	Buy	+1,175	New	+$222K	0.15%	89

Other funds holding QCOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's QCOM Position: Q3 2024 in Review

Kapstone Financial Advisors sold out of Qualcomm (QCOM) in Q3 2024, closing a stake of 1,175 shares — an estimated $234K sold.

Kapstone Financial Advisors first reported a position in QCOM in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 2,668 funds tracked by Wall St. Rank hold QCOM as of Q3 2024.

Kapstone Financial Advisors reported no remaining Qualcomm position as of Q3 2024 after selling out during the quarter.
Kapstone Financial Advisors sold 1,175 Qualcomm shares in Q3 2024, an estimated $234K.
Kapstone Financial Advisors first reported a position in Qualcomm in Q2 2024 and held it in 1 quarter.
Kapstone Financial Advisors's Qualcomm position peaked at $234K in Q2 2024.
2,668 funds tracked by Wall St. Rank held Qualcomm as of Q3 2024.

Based on Kapstone Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.