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Financial Advocates Investment Management’s iQIYI IQ Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-10,055
Closed -$176K – 771
2020
Q4 		$176K Sell
10,055
-1,100
-10% -$24.8K 0.01% 685
2020
Q3 		$252K Sell
11,155
-19,845
-64% -$434K 0.02% 516
2020
Q2 		$719K Sell
31,000
-4,253
-12% -$78.9K 0.07% 295
2020
Q1 		$628K Sell
35,253
-7,500
-18% -$168K 0.09% 238
2019
Q4 		$903K Sell
42,753
-2,290
-5% -$42.1K 0.1% 224
2019
Q3 		$727K Sell
45,043
-672
-1% -$12.3K 0.08% 228
2019
Q2 		$944K Buy
45,715
+1,200
+3% +$24.8K 0.11% 192
2019
Q1 		$1.06M Buy
44,515
+775
+2% +$17.1K 0.13% 174
2018
Q4 		$650K Buy
43,740
+3,420
+8% +$71.4K 0.09% 213
2018
Q3 		$1.09M Buy
40,320
+5,325
+15% +$159K 0.12% 179
2018
Q2 		$1.15M Buy
+34,995
New +$852K 0.14% 155

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Financial Advocates Investment Management's IQ Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of iQIYI (IQ) in Q1 2021, closing a stake of 10,055 shares — an estimated $176K sold.

Financial Advocates Investment Management first reported a position in IQ in Q2 2018 and held it in 11 quarters. The position peaked at $1.15M in Q2 2018. 255 funds tracked by Wall St. Rank hold IQ as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining iQIYI position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,055 iQIYI shares in Q1 2021, an estimated $176K.
  • Financial Advocates Investment Management first reported a position in iQIYI in Q2 2018 and held it in 11 quarters.
  • Financial Advocates Investment Management's iQIYI position peaked at $1.15M in Q2 2018.
  • 255 funds tracked by Wall St. Rank held iQIYI as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.