AWM
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Avior Wealth Management’s iQIYI IQ Stock Holding History

Avior 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
Q3 		– Sell
-5,062
Closed -$18.6K – 2366
2024
Q2 		$18.6K Hold
5,062
– – ﹤0.01% 1365
2024
Q1 		$21.4K Buy
+5,062
New +$19.5K ﹤0.01% 1572
2021
Q2 		– Sell
-692
Closed -$11K – 1087
2021
Q1 		$11K Hold
692
– – ﹤0.01% 745
2020
Q4 		$12K Buy
692
+681
+6,191% +$15.4K ﹤0.01% 685
2020
Q3 		$0 Buy
+11
New +$241 ﹤0.01% 973

Other funds holding IQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Avior Wealth Management's IQ Position: Q3 2024 in Review

Avior Wealth Management sold out of iQIYI (IQ) in Q3 2024, closing a stake of 5,062 shares — an estimated $18.6K sold.

Avior Wealth Management first reported a position in IQ in Q3 2020 and held it in 5 quarters. The position peaked at $21.4K in Q1 2024. 197 funds tracked by Wall St. Rank hold IQ as of Q3 2024.

  • Avior Wealth Management reported no remaining iQIYI position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5,062 iQIYI shares in Q3 2024, an estimated $18.6K.
  • Avior Wealth Management first reported a position in iQIYI in Q3 2020 and held it in 5 quarters.
  • Avior Wealth Management's iQIYI position peaked at $21.4K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held iQIYI as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.