Number of Shares
12,941.00
Current Holdings Value*
$6.07 Mil
% of Portfolio
2.71%
Total Estimate Gain
$724,712.73
% of Total Estimate Gain
11.06%

SIMS INVESTMENT MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 12,941.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.07 Mil. This investment constitutes 2.71% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of QQQ, at an average price of $506.56, for a total of 12,941.00 shares. Based on historical transaction data and QQQ's current price of $562.56, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his QQQ holdings is $724,712.73, reflecting a 11.06% gain to date.

SIMS INVESTMENT MANAGEMENT, LLC QQQ ($562.56) Holding Chart

SIMS INVESTMENT MANAGEMENT, LLC QQQ ($562.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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