SFP
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Sterling Financial Planning’s Qualcomm QCOM Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-150
Closed -$19K – 318
2021
Q3 		$19K Hold
150
– – 0.01% 266
2021
Q2 		$21K Hold
150
– – 0.01% 252
2021
Q1 		$20K Buy
+150
New +$21.6K 0.01% 228

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sterling Financial Planning's QCOM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Qualcomm (QCOM) in Q4 2021, closing a stake of 150 shares — an estimated $19K sold.

Sterling Financial Planning first reported a position in QCOM in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 2,463 funds tracked by Wall St. Rank hold QCOM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Qualcomm position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 150 Qualcomm shares in Q4 2021, an estimated $19K.
  • Sterling Financial Planning first reported a position in Qualcomm in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Qualcomm position peaked at $21K in Q2 2021.
  • 2,463 funds tracked by Wall St. Rank held Qualcomm as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.