Exencial Wealth Advisors’s Baidu BIDU Stock Holding History

Exencial Wealth Advisors’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,524	Closed	-$227K	–	419
2022 Q2	$227K	Sell	1,524 -65	-4%	-$8.59K	0.01%	390
2022 Q1	$210K	Sell	1,589 -45	-3%	-$6.79K	0.01%	425
2021 Q4	$243K	Buy	+1,634	New	+$255K	0.01%	421
2021 Q3	–	Sell	-43,459	Closed	-$8.86M	–	337
2021 Q2	$8.86M	Buy	43,459 +2,131	+5%	+$426K	0.48%	67
2021 Q1	$8.99M	Sell	41,328 -407	-1%	-$106K	0.53%	52
2020 Q4	$9.03M	Buy	41,735 +861	+2%	+$128K	0.62%	45
2020 Q3	$5.17M	Buy	40,874 +5,972	+17%	+$740K	0.27%	115
2020 Q2	$4.18M	Buy	34,902 +4,135	+13%	+$442K	0.36%	95
2020 Q1	$3.1M	Buy	+30,767	New	+$3.75M	0.55%	67

Other funds holding BIDU

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Exencial Wealth Advisors's BIDU Position: Q3 2022 in Review

Exencial Wealth Advisors sold out of Baidu (BIDU) in Q3 2022, closing a stake of 1,524 shares — an estimated $227K sold.

Exencial Wealth Advisors first reported a position in BIDU in Q1 2020 and held it in 9 quarters. The position peaked at $9.03M in Q4 2020. 514 funds tracked by Wall St. Rank hold BIDU as of Q3 2022.

Exencial Wealth Advisors reported no remaining Baidu position as of Q3 2022 after selling out during the quarter.
Exencial Wealth Advisors sold 1,524 Baidu shares in Q3 2022, an estimated $227K.
Exencial Wealth Advisors first reported a position in Baidu in Q1 2020 and held it in 9 quarters.
Exencial Wealth Advisors's Baidu position peaked at $9.03M in Q4 2020.
514 funds tracked by Wall St. Rank held Baidu as of Q3 2022.

Based on Exencial Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.