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Advisory Resource Group’s iQIYI IQ Stock Holding History

Advisory Resource Group’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,385
Closed -$334K – 102
2020
Q2 		$334K Sell
14,385
-1,197
-8% -$22.2K 0.21% 62
2020
Q1 		$277K Sell
15,582
-14,424
-48% -$324K 0.21% 57
2019
Q4 		$633K Sell
30,006
-2,220
-7% -$40.8K 0.36% 45
2019
Q3 		$520K Sell
32,226
-1,990
-6% -$36.5K 0.28% 48
2019
Q2 		$707K Sell
34,216
-1,611
-4% -$33.3K 0.39% 38
2019
Q1 		$682K Sell
35,827
-968
-3% -$21.4K 0.38% 37
2018
Q4 		$547K Buy
+36,795
New +$768K 0.34% 38

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return