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Source Financial Advisors’s Qualcomm QCOM Stock Holding History

Source 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
Q3 		$667K Buy
3,922
+2
+0.1% +$353 0.2% 57
2024
Q2 		$781K Buy
3,920
+11
+0.3% +$2.08K 0.24% 53
2024
Q1 		$662K Buy
3,909
+6
+0.2% +$927 0.2% 54
2023
Q4 		$564K Buy
3,903
+85
+2% +$10.5K 0.18% 73
2023
Q3 		$424K Buy
3,818
+119
+3% +$13.8K 0.14% 82
2023
Q2 		$440K Sell
3,699
-283
-7% -$32.5K 0.14% 89
2023
Q1 		$508K Buy
3,982
+318
+9% +$39.5K 0.17% 75
2022
Q4 		$403K Sell
3,664
-23
-0.6% -$2.69K 0.15% 84
2022
Q3 		$416K Sell
3,687
-34
-0.9% -$4.67K 0.16% 79
2022
Q2 		$475K Sell
3,721
-9
-0.2% -$1.22K 0.19% 73
2022
Q1 		$570K Buy
3,730
+43
+1% +$7.21K 0.17% 72
2021
Q4 		$674K Sell
3,687
-365
-9% -$58.4K 0.18% 66
2021
Q3 		$522K Buy
4,052
+11
+0.3% +$1.56K 0.14% 68
2021
Q2 		$578K Buy
4,041
+53
+1% +$7.16K 0.15% 68
2021
Q1 		$529K Buy
3,988
+224
+6% +$32.3K 0.14% 70
2020
Q4 		$573K Buy
+3,764
New +$524K 0.15% 69

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

Source Financial Advisors's QCOM Position: Q3 2024 in Review

Source Financial Advisors increased its Qualcomm (QCOM) stake by 0.05% in Q3 2024, buying an estimated $353 and bringing the position to 3,922 shares worth $667K. The position accounts for 0.2% of the portfolio, ranked #57.

Source Financial Advisors first reported a position in QCOM in Q4 2020 and has held it in 16 quarters since. The position peaked at $781K in Q2 2024. 2,667 funds tracked by Wall St. Rank hold QCOM as of Q3 2024.

  • Source Financial Advisors held 3,922 shares of Qualcomm worth $667K as of Q3 2024.
  • Source Financial Advisors bought 2 Qualcomm shares in Q3 2024, an estimated $353.
  • Qualcomm made up 0.2% of Source Financial Advisors's portfolio in Q3 2024, its #57 holding.
  • Source Financial Advisors first reported a position in Qualcomm in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Qualcomm position peaked at $781K in Q2 2024.
  • 2,667 funds tracked by Wall St. Rank held Qualcomm as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.