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B. Riley Wealth Advisors’s iQIYI IQ Stock Holding History

B. Riley 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
2020
Q2 		– Sell
-10,443
Closed -$186K – 881
2020
Q1 		$186K Sell
10,443
-4,010
-28% -$90.1K 0.02% 686
2019
Q4 		$306K Sell
14,453
-1,585
-10% -$29.1K 0.03% 589
2019
Q3 		$259K Hold
16,038
– – 0.03% 638
2019
Q2 		$332K Buy
16,038
+170
+1% +$3.51K 0.04% 520
2019
Q1 		$380K Buy
15,868
+794
+5% +$17.5K 0.05% 413
2018
Q4 		$225K Sell
15,074
-4,945
-25% -$103K 0.03% 544
2018
Q3 		$542K Buy
20,019
+13,749
+219% +$410K 0.06% 330
2018
Q2 		$203K Buy
+6,270
New +$153K 0.03% 610

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's IQ Position: Q2 2020 in Review

B. Riley Wealth Advisors sold out of iQIYI (IQ) in Q2 2020, closing a stake of 10,443 shares — an estimated $186K sold.

B. Riley Wealth Advisors first reported a position in IQ in Q2 2018 and held it in 8 quarters. The position peaked at $542K in Q3 2018. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

  • B. Riley Wealth Advisors reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,443 iQIYI shares in Q2 2020, an estimated $186K.
  • B. Riley Wealth Advisors first reported a position in iQIYI in Q2 2018 and held it in 8 quarters.
  • B. Riley Wealth Advisors's iQIYI position peaked at $542K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.