Oak Point Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$19K	Buy	+120	New	+$19.8K	0.02%	133

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Oak Point Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2018: 120 shares worth $19K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings.

1,101 funds tracked by Wall St. Rank hold QQQ as of Q1 2018.

Oak Point Wealth Management held 120 shares of Invesco QQQ Trust worth $19K as of Q1 2018.
Invesco QQQ Trust was a new Oak Point Wealth Management position in Q1 2018.
Invesco QQQ Trust made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #133 holding.
1,101 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2018.

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