ROI Financial Advisors’s Qualcomm QCOM Stock Holding History

ROI Financial Advisors’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
2024 Q4	–	Sell	-1,218	Closed	-$207K	–	67
2024 Q3	$207K	Buy	1,218 +20	+2%	+$3.53K	0.14%	62
2024 Q2	$237K	Buy	1,198 +13	+1%	+$2.46K	0.17%	53
2024 Q1	$201K	Buy	+1,185	New	+$183K	0.16%	61

Other funds holding QCOM

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ROI Financial Advisors's QCOM Position: Q4 2024 in Review

ROI Financial Advisors sold out of Qualcomm (QCOM) in Q4 2024, closing a stake of 1,218 shares — an estimated $207K sold.

ROI Financial Advisors first reported a position in QCOM in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2024. 2,784 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

ROI Financial Advisors reported no remaining Qualcomm position as of Q4 2024 after selling out during the quarter.
ROI Financial Advisors sold 1,218 Qualcomm shares in Q4 2024, an estimated $207K.
ROI Financial Advisors first reported a position in Qualcomm in Q1 2024 and held it in 3 quarters.
ROI Financial Advisors's Qualcomm position peaked at $237K in Q2 2024.
2,784 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on ROI Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.