Partnervest Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$1K	Buy	4,500 +4,200	+1,400%	+$1.14M	﹤0.01%	258
2020 Q2	$1K	Buy	+300	New	+$67.2K	﹤0.01%	225

Other funds holding QQQ

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Partnervest Advisory Services's QQQ Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Invesco QQQ Trust (QQQ) stake by 23% in Q3 2020, selling an estimated $755K and leaving 9,532 shares worth $2.65M. The position accounts for 0.84% of the portfolio, ranked #18.

Partnervest Advisory Services first reported a position in QQQ in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.05M in Q2 2020. 1,697 funds tracked by Wall St. Rank hold QQQ as of Q3 2020.

Partnervest Advisory Services held 9,532 shares of Invesco QQQ Trust worth $2.65M as of Q3 2020.
Partnervest Advisory Services sold 2,782 Invesco QQQ Trust shares in Q3 2020, an estimated $755K.
Invesco QQQ Trust made up 0.84% of Partnervest Advisory Services's portfolio in Q3 2020, its #18 holding.
Partnervest Advisory Services first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's Invesco QQQ Trust position peaked at $3.05M in Q2 2020.
1,697 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.