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Oak Point Wealth Management’s Qualcomm QCOM Stock Holding History

Oak Point 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
2018
Q1 		– Sell
-9,980
Closed -$645K – 238
2017
Q4 		$645K Buy
+9,980
New +$605K 0.64% 47

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Oak Point Wealth Management's QCOM Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Qualcomm (QCOM) in Q1 2018, closing a stake of 9,980 shares — an estimated $645K sold.

Oak Point Wealth Management first reported a position in QCOM in Q4 2017 and held it in 1 quarter. The position peaked at $645K in Q4 2017. 1,482 funds tracked by Wall St. Rank hold QCOM as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Qualcomm position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 9,980 Qualcomm shares in Q1 2018, an estimated $645K.
  • Oak Point Wealth Management first reported a position in Qualcomm in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Qualcomm position peaked at $645K in Q4 2017.
  • 1,482 funds tracked by Wall St. Rank held Qualcomm as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.