Envestnet Asset Management

Envestnet Asset Management’s iQIYI IQ Stock Holding History

Envestnet Asset 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
2024 Q2	–	Sell	-21,954	Closed	-$92.9K	–	4234
2024 Q1	$92.9K	Sell	21,954 -22,138	-50%	-$85.1K	﹤0.01%	4065
2023 Q4	$215K	Buy	44,092 +32,952	+296%	+$156K	﹤0.01%	3794
2023 Q3	$52.8K	Sell	11,140 -2,015	-15%	-$10.5K	﹤0.01%	3936
2023 Q2	$70.2K	Sell	13,155 -150,580	-92%	-$846K	﹤0.01%	3854
2023 Q1	$1.03M	Buy	163,735 +105,098	+179%	+$721K	﹤0.01%	2660
2022 Q4	$311K	Buy	58,637 +37,848	+182%	+$110K	﹤0.01%	3404
2022 Q3	$56K	Sell	20,789 -19,162	-48%	-$71K	﹤0.01%	3801
2022 Q2	$168K	Sell	39,951 -19,591	-33%	-$78.8K	﹤0.01%	3662
2022 Q1	$270K	Buy	59,542 +26,363	+79%	+$110K	﹤0.01%	3510
2021 Q4	$151K	Sell	33,179 -24,603	-43%	-$174K	﹤0.01%	3710
2021 Q3	$464K	Sell	57,782 -17,996	-24%	-$187K	﹤0.01%	3002
2021 Q2	$1.18M	Buy	+75,778	New	+$1.13M	﹤0.01%	2407
2018 Q3	–	Sell	-2,033	Closed	-$66K	–	1918
2018 Q2	$66K	Buy	+2,033	New	+$49.5K	﹤0.01%	2118

Other funds holding IQ

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return