MinichMacGregor Wealth Management’s Qualcomm QCOM Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-669	Closed	-$73.5K	–	506
2022 Q4	$73.5K	Buy	+669	New	+$78.3K	0.03%	148
2020 Q2	–	Sell	-8,930	Closed	-$679K	–	101
2020 Q1	$679K	Buy	+8,930	New	+$732K	0.61%	49
2019 Q1	–	Sell	-7,000	Closed	-$363K	–	106
2018 Q4	$363K	Buy	7,000 +5,150	+278%	+$313K	0.25%	77
2018 Q3	$134K	Buy	1,850 +1,167	+171%	+$76.8K	0.09%	62
2018 Q2	$38K	Sell	683 -36	-5%	-$2.01K	0.03%	131
2018 Q1	$39K	Buy	719 +236	+49%	+$15K	0.03%	130
2017 Q4	$30K	Hold	483	–	–	0.02%	153
2017 Q3	$25K	Hold	483	–	–	0.02%	170
2017 Q2	$26K	Sell	483 -3	-0.6%	-$168	0.02%	159
2017 Q1	$27K	Sell	486 -25	-5%	-$1.45K	0.02%	148
2016 Q4	$33K	Hold	511	–	–	0.03%	135
2016 Q3	$35K	Hold	511	–	–	0.03%	142
2016 Q2	$27K	Hold	511	–	–	0.03%	155
2016 Q1	$26K	Sell	511 -50	-9%	-$2.44K	0.03%	150
2015 Q4	$39K	Buy	+561	New	+$29.9K	0.04%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MinichMacGregor Wealth Management's QCOM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Qualcomm (QCOM) in Q1 2023, closing a stake of 669 shares — an estimated $73.5K sold.

MinichMacGregor Wealth Management first reported a position in QCOM in Q4 2015 and held it in 15 quarters. The position peaked at $679K in Q1 2020. 2,332 funds tracked by Wall St. Rank hold QCOM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Qualcomm position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 669 Qualcomm shares in Q1 2023, an estimated $73.5K.
MinichMacGregor Wealth Management first reported a position in Qualcomm in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Qualcomm position peaked at $679K in Q1 2020.
2,332 funds tracked by Wall St. Rank held Qualcomm as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.