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Lanham O'Dell & Company’s Invesco QQQ Trust QQQ Stock Holding History

Lanham O'Dell & Company’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
2024
Q1 		– Sell
-534
Closed -$219K – 31
2023
Q4 		$219K Buy
+534
New +$203K 0.15% 28
2022
Q2 		– Sell
-2,109
Closed -$764K – 24
2022
Q1 		$764K Sell
2,109
-825
-28% -$293K 0.59% 6
2021
Q4 		$1.17M Buy
+2,934
New +$1.13M 0.92% 6

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lanham O'Dell & Company's QQQ Position: Q1 2024 in Review

Lanham O'Dell & Company sold out of Invesco QQQ Trust (QQQ) in Q1 2024, closing a stake of 534 shares — an estimated $219K sold.

Lanham O'Dell & Company first reported a position in QQQ in Q4 2021 and held it in 3 quarters. The position peaked at $1.17M in Q4 2021. 2,907 funds tracked by Wall St. Rank hold QQQ as of Q1 2024.

  • Lanham O'Dell & Company reported no remaining Invesco QQQ Trust position as of Q1 2024 after selling out during the quarter.
  • Lanham O'Dell & Company sold 534 Invesco QQQ Trust shares in Q1 2024, an estimated $219K.
  • Lanham O'Dell & Company first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 3 quarters.
  • Lanham O'Dell & Company's Invesco QQQ Trust position peaked at $1.17M in Q4 2021.
  • 2,907 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2024.

Based on Lanham O'Dell & Company's 13F filing for Q1 2024, filed 15 May 2024.