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West Financial Advisors’s QuickLogic QUIK Stock Holding History

West Financial Advisors’s Portfolio QUIK Stock Details QUIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$384 – 220
2024
Q3 		$384 Hold
50
– – ﹤0.01% 183
2024
Q2 		$520 Buy
+50
New +$631 ﹤0.01% 151

Other funds holding QUIK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Financial Advisors's QUIK Position: Q4 2024 in Review

West Financial Advisors sold out of QuickLogic (QUIK) in Q4 2024, closing a stake of 50 shares — an estimated $384 sold.

West Financial Advisors first reported a position in QUIK in Q2 2024 and held it in 2 quarters. The position peaked at $520 in Q2 2024. 71 funds tracked by Wall St. Rank hold QUIK as of Q4 2024.

  • West Financial Advisors reported no remaining QuickLogic position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 50 QuickLogic shares in Q4 2024, an estimated $384.
  • West Financial Advisors first reported a position in QuickLogic in Q2 2024 and held it in 2 quarters.
  • West Financial Advisors's QuickLogic position peaked at $520 in Q2 2024.
  • 71 funds tracked by Wall St. Rank held QuickLogic as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.