Avantax Planning Partners’s iQIYI IQ Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-100	Closed	-$3K	–	733
2018 Q3	$3K	Buy	+100	New	+$2.98K	﹤0.01%	1258

Other funds holding IQ

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Planning Partners's IQ Position: Q4 2018 in Review

Avantax Planning Partners sold out of iQIYI (IQ) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in IQ in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 212 funds tracked by Wall St. Rank hold IQ as of Q4 2018.

Avantax Planning Partners reported no remaining iQIYI position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 100 iQIYI shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in iQIYI in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's iQIYI position peaked at $3K in Q3 2018.
212 funds tracked by Wall St. Rank held iQIYI as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.