Concord Wealth Partners’s iQIYI IQ Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-54	Closed	-$1K	–	1031
2020 Q4	$1K	Buy	+54	New	+$1.22K	﹤0.01%	629

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Concord Wealth Partners's IQ Position: Q1 2021 in Review

Concord Wealth Partners sold out of iQIYI (IQ) in Q1 2021, closing a stake of 54 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in IQ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 255 funds tracked by Wall St. Rank hold IQ as of Q1 2021.

Concord Wealth Partners reported no remaining iQIYI position as of Q1 2021 after selling out during the quarter.
Concord Wealth Partners sold 54 iQIYI shares in Q1 2021, an estimated $1K.
Concord Wealth Partners first reported a position in iQIYI in Q4 2020 and held it in 1 quarter.
Concord Wealth Partners's iQIYI position peaked at $1K in Q4 2020.
255 funds tracked by Wall St. Rank held iQIYI as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.