Brewin Dolphin Wealth Management’s iQIYI IQ Stock Holding History

Brewin Dolphin 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
2020 Q4	–	Sell	-2,600	Closed	-$58.7K	–	304
2020 Q3	$58.7K	Sell	2,600 -6,325	-71%	-$138K	0.01%	148
2020 Q2	$207K	Hold	8,925	–	–	0.04%	99
2020 Q1	$159K	Sell	8,925 -350	-4%	-$7.86K	0.09%	73
2019 Q4	$196K	Sell	9,275 -400	-4%	-$7.36K	0.09%	77
2019 Q3	$156K	Sell	9,675 -1,500	-13%	-$27.5K	0.08%	81
2019 Q2	$231K	Sell	11,175 -400	-3%	-$8.27K	0.12%	68
2019 Q1	$277K	Sell	11,575 -350	-3%	-$7.73K	0.15%	65
2018 Q4	$177K	Hold	11,925	–	–	0.11%	76
2018 Q3	$323K	Buy	11,925 +3,350	+39%	+$99.8K	0.17%	62
2018 Q2	$277K	Buy	+8,575	New	+$209K	0.16%	60

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's IQ Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of iQIYI (IQ) in Q4 2020, closing a stake of 2,600 shares — an estimated $58.7K sold.

Brewin Dolphin Wealth Management first reported a position in IQ in Q2 2018 and held it in 10 quarters. The position peaked at $323K in Q3 2018. 230 funds tracked by Wall St. Rank hold IQ as of Q4 2020.

Brewin Dolphin Wealth Management reported no remaining iQIYI position as of Q4 2020 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 2,600 iQIYI shares in Q4 2020, an estimated $58.7K.
Brewin Dolphin Wealth Management first reported a position in iQIYI in Q2 2018 and held it in 10 quarters.
Brewin Dolphin Wealth Management's iQIYI position peaked at $323K in Q3 2018.
230 funds tracked by Wall St. Rank held iQIYI as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.