Advisory Services Network’s iQIYI IQ Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-775	Closed	-$3.78K	–	2559
2023 Q4	$3.78K	Buy	+775	New	+$3.66K	﹤0.01%	3207
2023 Q2	–	Sell	-3,375	Closed	-$24.6K	–	2532
2023 Q1	$24.6K	Sell	3,375 -9	-0.3%	-$62	﹤0.01%	2421
2022 Q4	$17.9K	Buy	+3,384	New	+$9.87K	﹤0.01%	2562
2021 Q3	–	Sell	-6,039	Closed	-$94K	–	2328
2021 Q2	$94K	Buy	+6,039	New	+$89.8K	﹤0.01%	1644
2021 Q1	–	Sell	-6,294	Closed	-$110K	–	2250
2020 Q4	$110K	Buy	6,294 +594	+10%	+$13.4K	﹤0.01%	1292
2020 Q3	$129K	Buy	+5,700	New	+$125K	0.01%	1143
2020 Q2	–	Sell	-4,750	Closed	-$85K	–	1900
2020 Q1	$85K	Sell	4,750 -550	-10%	-$12.4K	0.01%	1142
2019 Q4	$112K	Buy	5,300 +750	+16%	+$13.8K	0.01%	1115
2019 Q3	$94K	Hold	4,550	–	–	0.01%	1098
2019 Q2	$94K	Buy	4,550 +850	+23%	+$17.6K	0.01%	1096
2019 Q1	$89K	Buy	3,700 +300	+9%	+$6.63K	0.01%	1031
2018 Q4	$51K	Buy	3,400 +1,085	+47%	+$22.6K	﹤0.01%	1134
2018 Q3	$63K	Buy	2,315 +1,100	+91%	+$32.8K	﹤0.01%	1139
2018 Q2	$40K	Buy	+1,215	New	+$29.6K	﹤0.01%	1294

Other funds holding IQ

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return