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Tallon Kerry Patrick’s Invesco QQQ Trust QQQ Stock Holding History

Tallon Kerry Patrick’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
2024
Q4 		$4.9M Buy
+9,611
New +$4.86M 4.72% 3

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tallon Kerry Patrick's QQQ Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Invesco QQQ Trust (QQQ) in Q4 2024: 9,611 shares worth $4.9M. The stake represents 4.72% of the portfolio and ranks #3 among its holdings.

3,415 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Tallon Kerry Patrick held 9,611 shares of Invesco QQQ Trust worth $4.9M as of Q4 2024.
  • Invesco QQQ Trust was a new Tallon Kerry Patrick position in Q4 2024.
  • Invesco QQQ Trust made up 4.72% of Tallon Kerry Patrick's portfolio in Q4 2024, its #3 holding.
  • 3,415 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.