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Evolution Wealth Advisors’s iQIYI IQ Stock Holding History

Evolution 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
2020
Q1 		– Sell
-5,481
Closed -$5K – 480
2019
Q4 		$5K Buy
+5,481
New +$101K ﹤0.01% 401
2019
Q2 		– Sell
-1,000
Closed -$24K – 476
2019
Q1 		$24K Buy
+1,000
New +$22.1K 0.01% 90

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Evolution Wealth Advisors's IQ Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iQIYI (IQ) in Q1 2020, closing a stake of 5,481 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in IQ in Q1 2019 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 235 funds tracked by Wall St. Rank hold IQ as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iQIYI position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,481 iQIYI shares in Q1 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in iQIYI in Q1 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's iQIYI position peaked at $24K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held iQIYI as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.