Shine Investment Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Shine Investment 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	$1.56M	Buy	5,615 +5	+0.1%	+$1.36K	0.53%	27
2020 Q2	$1.39M	Buy	5,610 +6	+0.1%	+$1.34K	0.51%	30
2020 Q1	$1.07M	Buy	5,604 +973	+21%	+$206K	0.5%	31
2019 Q4	$985K	Buy	4,631 +5	+0.1%	+$1K	0.39%	43
2019 Q3	$873K	Buy	+4,626	New	+$877K	0.41%	43
2019 Q2	–	Hold	0	–	–	–	44
2019 Q1	–	Hold	0	–	–	–	44
2018 Q4	–	Hold	0	–	–	–	48
2018 Q3	–	Sell	-4,628	Closed	-$837K	–	41
2018 Q2	$794K	Buy	+4,628	New	+$776K	0.41%	41
2018 Q1	–	Hold	0	–	–	–	42
2017 Q4	–	Hold	0	–	–	–	43
2017 Q3	–	Hold	0	–	–	–	44
2017 Q2	–	Sell	-3,165	Closed	-$435K	–	39
2017 Q1	$419K	Buy	+3,165	New	+$404K	0.28%	49

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

Shine Investment Advisory Services's QQQ Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 0.09% in Q3 2020, buying an estimated $1.36K and bringing the position to 5,615 shares worth $1.56M. The position accounts for 0.53% of the portfolio, ranked #27.

Shine Investment Advisory Services first reported a position in QQQ in Q1 2017 and has held it in 7 quarters since. 1,698 funds tracked by Wall St. Rank hold QQQ as of Q3 2020.

Shine Investment Advisory Services held 5,615 shares of Invesco QQQ Trust worth $1.56M as of Q3 2020.
Shine Investment Advisory Services bought 5 Invesco QQQ Trust shares in Q3 2020, an estimated $1.36K.
Invesco QQQ Trust made up 0.53% of Shine Investment Advisory Services's portfolio in Q3 2020, its #27 holding.
Shine Investment Advisory Services first reported a position in Invesco QQQ Trust in Q1 2017 and has held it in 7 quarters since.
1,698 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2020.

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