United Bank (Virginia)’s Invesco QQQ Trust QQQ Stock Holding History

United Bank (Virginia)’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 Q2	–	Sell	-515	Closed	-$229K	–	149
2024 Q1	$229K	Buy	+515	New	+$221K	0.03%	134
2023 Q2	–	Sell	-672	Closed	-$216K	–	163
2023 Q1	$216K	Buy	+672	New	+$198K	0.03%	147
2019 Q3	–	Sell	-1,188	Closed	-$222K	–	146
2019 Q2	$222K	Buy	+1,188	New	+$219K	0.04%	133
2019 Q1	–	Sell	-1,377	Closed	-$212K	–	151
2018 Q4	$212K	Hold	1,377	–	–	0.04%	147
2018 Q3	$256K	Buy	1,377 +20	+1%	+$3.62K	0.05%	125
2018 Q2	$233K	Sell	1,357 -643	-32%	-$108K	0.05%	118
2018 Q1	$320K	Hold	2,000	–	–	0.07%	108
2017 Q4	$312K	Buy	+2,000	New	+$305K	0.08%	115

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Bank (Virginia)'s QQQ Position: Q2 2024 in Review

United Bank (Virginia) sold out of Invesco QQQ Trust (QQQ) in Q2 2024, closing a stake of 515 shares — an estimated $229K sold.

United Bank (Virginia) first reported a position in QQQ in Q4 2017 and held it in 8 quarters. The position peaked at $320K in Q1 2018. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

United Bank (Virginia) reported no remaining Invesco QQQ Trust position as of Q2 2024 after selling out during the quarter.
United Bank (Virginia) sold 515 Invesco QQQ Trust shares in Q2 2024, an estimated $229K.
United Bank (Virginia) first reported a position in Invesco QQQ Trust in Q4 2017 and held it in 8 quarters.
United Bank (Virginia)'s Invesco QQQ Trust position peaked at $320K in Q1 2018.
2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on United Bank (Virginia)'s 13F filing for Q2 2024, filed 14 Aug 2024.