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Milestone Investment Advisors’s Qualcomm QCOM Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-207
Closed -$23K – 368
2023
Q3 		$23K Buy
+207
New +$24K 0.01% 248
2023
Q2 		– Sell
-207
Closed -$26.4K – 365
2023
Q1 		$26.4K Buy
+207
New +$25.7K 0.01% 250

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Milestone Investment Advisors's QCOM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Qualcomm (QCOM) in Q4 2023, closing a stake of 207 shares — an estimated $23K sold.

Milestone Investment Advisors first reported a position in QCOM in Q1 2023 and held it in 2 quarters. The position peaked at $26.4K in Q1 2023. 2,508 funds tracked by Wall St. Rank hold QCOM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Qualcomm position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 207 Qualcomm shares in Q4 2023, an estimated $23K.
  • Milestone Investment Advisors first reported a position in Qualcomm in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Qualcomm position peaked at $26.4K in Q1 2023.
  • 2,508 funds tracked by Wall St. Rank held Qualcomm as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.