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Berman Capital Advisors’s iQIYI IQ Stock Holding History

Berman Capital 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
Q3 		$1K Buy
150
+84
+127% +$871 ﹤0.01% 1889
2021
Q2 		$1K Sell
66
-22
-25% -$327 ﹤0.01% 1754
2021
Q1 		$1K Buy
88
+22
+33% +$508 ﹤0.01% 1650
2020
Q4 		$1K Buy
+66
New +$1.49K ﹤0.01% 1542

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's IQ Position: Q3 2021 in Review

Berman Capital Advisors increased its iQIYI (IQ) stake by 127% in Q3 2021, buying an estimated $871 and bringing the position to 150 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Berman Capital Advisors first reported a position in IQ in Q4 2020 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold IQ as of Q3 2021.

  • Berman Capital Advisors held 150 shares of iQIYI worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 84 iQIYI shares in Q3 2021, an estimated $871.
  • iQIYI made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1889 holding.
  • Berman Capital Advisors first reported a position in iQIYI in Q4 2020 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.