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

Point View 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
2020
Q4 		$264K Hold
840
– – 0.11% 219
2020
Q3 		$233K Hold
840
– – 0.11% 219
2020
Q2 		$208K Buy
+840
New +$188K 0.1% 231

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Point View Wealth Management's QQQ Position: Q4 2020 in Review

Point View Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q4 2020 at 840 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #219.

Point View Wealth Management first reported a position in QQQ in Q2 2020 and has held it in 3 quarters since. 1,939 funds tracked by Wall St. Rank hold QQQ as of Q4 2020.

  • Point View Wealth Management held 840 shares of Invesco QQQ Trust worth $264K as of Q4 2020.
  • Point View Wealth Management left its Invesco QQQ Trust share count unchanged in Q4 2020.
  • Invesco QQQ Trust made up 0.11% of Point View Wealth Management's portfolio in Q4 2020, its #219 holding.
  • Point View Wealth Management first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 3 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.