Arete Wealth Advisors’s iQIYI IQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,284
Closed -$349K 710
2023
Q1
$349K Sell
13,284
-589
-4% -$4.04K 0.03% 431
2022
Q4
$335K Buy
+13,873
New +$40.4K 0.03% 424

Other funds holding IQ

Arete Wealth Advisors's IQ Position: Q2 2023 in Review

Arete Wealth Advisors sold out of iQIYI (IQ) in Q2 2023, closing a stake of 13,284 shares — an estimated $349K sold.

Arete Wealth Advisors first reported a position in IQ in Q4 2022 and held it in 2 quarters. The position peaked at $349K in Q1 2023. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2023.

  • Arete Wealth Advisors reported no remaining iQIYI position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,284 iQIYI shares in Q2 2023, an estimated $349K.
  • Arete Wealth Advisors first reported a position in iQIYI in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's iQIYI position peaked at $349K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.