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Doyle Wealth Management’s iQIYI IQ Stock Holding History

Doyle 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
2019
Q3 		– Sell
-200
Closed -$4K – 461
2019
Q2 		$4K Buy
+200
New +$4.13K ﹤0.01% 753
2019
Q1 		– Sell
-200
Closed -$3K – 444
2018
Q4 		$3K Buy
+200
New +$4.17K ﹤0.01% 768

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Doyle Wealth Management's IQ Position: Q3 2019 in Review

Doyle Wealth Management sold out of iQIYI (IQ) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in IQ in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 224 funds tracked by Wall St. Rank hold IQ as of Q3 2019.

  • Doyle Wealth Management reported no remaining iQIYI position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 iQIYI shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in iQIYI in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iQIYI position peaked at $4K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held iQIYI as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.