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Walled Lake Planning & Wealth Management’s Qualcomm QCOM Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q1 		– Sell
-155
Closed -$14K – 356
2019
Q4 		$14K Buy
+155
New +$13K 0.01% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's QCOM Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Qualcomm (QCOM) in Q1 2020, closing a stake of 155 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in QCOM in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 1,627 funds tracked by Wall St. Rank hold QCOM as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Qualcomm position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 155 Qualcomm shares in Q1 2020, an estimated $14K.
  • Walled Lake Planning & Wealth Management first reported a position in Qualcomm in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Qualcomm position peaked at $14K in Q4 2019.
  • 1,627 funds tracked by Wall St. Rank held Qualcomm as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.