Oxford Wealth Group’s IonQ IONQ Stock Holding History

Oxford Wealth Group’s Portfolio IONQ Stock Details IONQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38,897	Closed	-$273K	–	64
2024 Q2	$273K	Buy	38,897 +21,510	+124%	+$176K	0.19%	57
2024 Q1	$174K	Buy	+17,387	New	+$186K	0.16%	59

Other funds holding IONQ

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACME LLC San Francisco, California $7.52M AUM 69.56% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oxford Wealth Group's IONQ Position: Q3 2024 in Review

Oxford Wealth Group sold out of IonQ (IONQ) in Q3 2024, closing a stake of 38,897 shares — an estimated $273K sold.

Oxford Wealth Group first reported a position in IONQ in Q1 2024 and held it in 2 quarters. The position peaked at $273K in Q2 2024. 239 funds tracked by Wall St. Rank hold IONQ as of Q3 2024.

Oxford Wealth Group reported no remaining IonQ position as of Q3 2024 after selling out during the quarter.
Oxford Wealth Group sold 38,897 IonQ shares in Q3 2024, an estimated $273K.
Oxford Wealth Group first reported a position in IonQ in Q1 2024 and held it in 2 quarters.
Oxford Wealth Group's IonQ position peaked at $273K in Q2 2024.
239 funds tracked by Wall St. Rank held IonQ as of Q3 2024.

Based on Oxford Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.