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Sequoia Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Sequoia 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
2018
Q2 		– Sell
-500
Closed -$3K – 58
2018
Q1 		$3K Buy
+500
New +$82.6K ﹤0.01% 56

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Sequoia Wealth Management's QQQ Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q4 2019, closing a stake of 5,881 shares — an estimated $1.11M sold.

Sequoia Wealth Management first reported a position in QQQ in Q4 2017 and held it in 8 quarters. The position peaked at $12.1M in Q2 2019. 1,515 funds tracked by Wall St. Rank hold QQQ as of Q4 2019.

  • Sequoia Wealth Management reported no remaining Invesco QQQ Trust position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 5,881 Invesco QQQ Trust shares in Q4 2019, an estimated $1.11M.
  • Sequoia Wealth Management first reported a position in Invesco QQQ Trust in Q4 2017 and held it in 8 quarters.
  • Sequoia Wealth Management's Invesco QQQ Trust position peaked at $12.1M in Q2 2019.
  • 1,515 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.