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	–	326
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

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Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return