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Atlantic Edge Private Wealth Management’s iQIYI IQ Stock Holding History

Atlantic Edge Private Wealth Management’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
-500
Closed -$2.44K – 498
2023
Q4 		$2.44K Buy
+500
New +$2.36K ﹤0.01% 409

Other funds holding IQ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HM
HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IQ Position: Q1 2024 in Review

Atlantic Edge Private Wealth Management sold out of iQIYI (IQ) in Q1 2024, closing a stake of 500 shares — an estimated $2.44K sold.

Atlantic Edge Private Wealth Management first reported a position in IQ in Q4 2023 and held it in 1 quarter. The position peaked at $2.44K in Q4 2023. 189 funds tracked by Wall St. Rank hold IQ as of Q1 2024.

  • Atlantic Edge Private Wealth Management reported no remaining iQIYI position as of Q1 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 500 iQIYI shares in Q1 2024, an estimated $2.44K.
  • Atlantic Edge Private Wealth Management first reported a position in iQIYI in Q4 2023 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's iQIYI position peaked at $2.44K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held iQIYI as of Q1 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.