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Arkadios Wealth Advisors’s iQIYI IQ Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-2,400
Closed -$19K – 1171
2021
Q3 		$19K Buy
2,400
+200
+9% +$2.07K ﹤0.01% 1231
2021
Q2 		$34K Buy
+2,200
New +$32.7K ﹤0.01% 1068
2020
Q2 		– Sell
-1,725
Closed -$30.7K – 1049
2020
Q1 		$30.7K Sell
1,725
-1,400
-45% -$31.4K 0.02% 410
2019
Q4 		$84.9K Buy
+3,125
New +$57.5K 0.05% 252

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arkadios Wealth Advisors's IQ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iQIYI (IQ) in Q4 2021, closing a stake of 2,400 shares — an estimated $19K sold.

Arkadios Wealth Advisors first reported a position in IQ in Q4 2019 and held it in 4 quarters. The position peaked at $84.9K in Q4 2019. 204 funds tracked by Wall St. Rank hold IQ as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iQIYI position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,400 iQIYI shares in Q4 2021, an estimated $19K.
  • Arkadios Wealth Advisors first reported a position in iQIYI in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's iQIYI position peaked at $84.9K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held iQIYI as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.