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Schwarz Dygos Wheeler Investment Advisors’s Qualcomm QCOM Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q3 		– Sell
-1,153
Closed -$230K – 154
2024
Q2 		$230K Buy
+1,153
New +$218K 0.06% 134
2022
Q2 		– Sell
-2,219
Closed -$339K – 145
2022
Q1 		$339K Hold
2,219
– – 0.11% 100
2021
Q4 		$406K Buy
+2,219
New +$355K 0.14% 89

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's QCOM Position: Q3 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Qualcomm (QCOM) in Q3 2024, closing a stake of 1,153 shares — an estimated $230K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in QCOM in Q4 2021 and held it in 3 quarters. The position peaked at $406K in Q4 2021. 2,668 funds tracked by Wall St. Rank hold QCOM as of Q3 2024.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Qualcomm position as of Q3 2024 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,153 Qualcomm shares in Q3 2024, an estimated $230K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Qualcomm in Q4 2021 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Qualcomm position peaked at $406K in Q4 2021.
  • 2,668 funds tracked by Wall St. Rank held Qualcomm as of Q3 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.