Carolina Wealth Advisors’s iQIYI IQ Stock Holding History

Carolina 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
2024 Q4	–	Sell	-950	Closed	-$2.72K	–	325
2024 Q3	$2.72K	Hold	950	–	–	﹤0.01%	267
2024 Q2	$3.49K	Hold	950	–	–	﹤0.01%	177
2024 Q1	$4.02K	Hold	950	–	–	﹤0.01%	179
2023 Q4	$4.64K	Hold	950	–	–	﹤0.01%	185
2023 Q3	$4.5K	Hold	950	–	–	﹤0.01%	193
2023 Q2	$5.07K	Hold	950	–	–	﹤0.01%	182
2023 Q1	$6.92K	Buy	+950	New	+$6.52K	﹤0.01%	162
2022 Q4	–	Sell	-2,223	Closed	-$6K	–	248
2022 Q3	$6K	Hold	2,223	–	–	﹤0.01%	161
2022 Q2	$9K	Hold	2,223	–	–	0.01%	168
2022 Q1	$10K	Buy	2,223 +100	+5%	+$417	0.01%	181
2021 Q4	$10K	Hold	2,123	–	–	0.01%	187
2021 Q3	$17K	Hold	2,123	–	–	0.01%	165
2021 Q2	$33K	Hold	2,123	–	–	0.02%	143
2021 Q1	$35K	Buy	2,123 +500	+31%	+$11.6K	0.03%	147
2020 Q4	$28K	Buy	+1,623	New	+$36.6K	0.02%	101

Other funds holding IQ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KFA

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

Carolina Wealth Advisors's IQ Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of iQIYI (IQ) in Q4 2024, closing a stake of 950 shares — an estimated $2.72K sold.

Carolina Wealth Advisors first reported a position in IQ in Q4 2020 and held it in 15 quarters. The position peaked at $35K in Q1 2021. 165 funds tracked by Wall St. Rank hold IQ as of Q4 2024.

Carolina Wealth Advisors reported no remaining iQIYI position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 950 iQIYI shares in Q4 2024, an estimated $2.72K.
Carolina Wealth Advisors first reported a position in iQIYI in Q4 2020 and held it in 15 quarters.
Carolina Wealth Advisors's iQIYI position peaked at $35K in Q1 2021.
165 funds tracked by Wall St. Rank held iQIYI as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.