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Lee Financial Group Hawaii’s Qualcomm QCOM Stock Holding History

Lee Financial Group Hawaii’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 		– Sell
-2,437
Closed -$275K – 33
2022
Q3 		$275K Sell
2,437
-523
-18% -$71.9K 0.22% 26
2022
Q2 		$378K Sell
2,960
-562
-16% -$76.3K 0.37% 23
2022
Q1 		$538K Sell
3,522
-219
-6% -$36.7K 0.37% 26
2021
Q4 		$684K Sell
3,741
-193
-5% -$30.9K 0.5% 18
2021
Q3 		$507K Buy
3,934
+19
+0.5% +$2.7K 0.37% 26
2021
Q2 		$560K Sell
3,915
-70
-2% -$9.46K 0.4% 25
2021
Q1 		$528K Sell
3,985
-26,763
-87% -$3.86M 0.43% 20
2020
Q4 		$4.68M Buy
30,748
+5,330
+21% +$742K 3.95% 11
2020
Q3 		$2.99M Buy
+25,418
New +$2.71M 2.48% 17

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial Group Hawaii's QCOM Position: Q4 2022 in Review

Lee Financial Group Hawaii sold out of Qualcomm (QCOM) in Q4 2022, closing a stake of 2,437 shares — an estimated $275K sold.

Lee Financial Group Hawaii first reported a position in QCOM in Q3 2020 and held it in 9 quarters. The position peaked at $4.68M in Q4 2020. 2,340 funds tracked by Wall St. Rank hold QCOM as of Q4 2022.

  • Lee Financial Group Hawaii reported no remaining Qualcomm position as of Q4 2022 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 2,437 Qualcomm shares in Q4 2022, an estimated $275K.
  • Lee Financial Group Hawaii first reported a position in Qualcomm in Q3 2020 and held it in 9 quarters.
  • Lee Financial Group Hawaii's Qualcomm position peaked at $4.68M in Q4 2020.
  • 2,340 funds tracked by Wall St. Rank held Qualcomm as of Q4 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2022, filed 13 Feb 2023.