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Triad Financial Advisors’s Qualcomm QCOM Stock Holding History

Triad 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
2023
Q3 		$449K Buy
4,044
+150
+4% +$17.4K 0.16% 55
2023
Q2 		$464K Hold
3,894
– – 0.19% 50
2023
Q1 		$497K Buy
3,894
+3
+0.1% +$373 0.22% 47
2022
Q4 		$428K Sell
3,891
-61
-2% -$7.14K 0.19% 60
2022
Q3 		$446K Sell
3,952
-92
-2% -$12.6K 0.24% 47
2022
Q2 		$517K Buy
4,044
+25
+0.6% +$3.4K 0.29% 41
2022
Q1 		$614K Sell
4,019
-277
-6% -$46.5K 0.33% 40
2021
Q4 		$786K Buy
+4,296
New +$688K 0.47% 32

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Triad Financial Advisors's QCOM Position: Q3 2023 in Review

Triad Financial Advisors increased its Qualcomm (QCOM) stake by 3.9% in Q3 2023, buying an estimated $17.4K and bringing the position to 4,044 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #55.

Triad Financial Advisors first reported a position in QCOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $786K in Q4 2021. 2,243 funds tracked by Wall St. Rank hold QCOM as of Q3 2023.

  • Triad Financial Advisors held 4,044 shares of Qualcomm worth $449K as of Q3 2023.
  • Triad Financial Advisors bought 150 Qualcomm shares in Q3 2023, an estimated $17.4K.
  • Qualcomm made up 0.16% of Triad Financial Advisors's portfolio in Q3 2023, its #55 holding.
  • Triad Financial Advisors first reported a position in Qualcomm in Q4 2021 and has held it in 8 quarters since.
  • Triad Financial Advisors's Qualcomm position peaked at $786K in Q4 2021.
  • 2,243 funds tracked by Wall St. Rank held Qualcomm as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.