Financial Perspectives’s iQIYI IQ Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-225	Closed	-$1.59K	–	665
2021 Q3	$1.81K	Hold	225	–	–	﹤0.01%	593
2021 Q2	$3.51K	Hold	225	–	–	﹤0.01%	570
2021 Q1	$3.74K	Sell	225 -3,684	-94%	-$85.1K	﹤0.01%	544
2020 Q4	$68.3K	Hold	3,909	–	–	0.04%	197
2020 Q3	$88.3K	Hold	3,909	–	–	0.06%	155
2020 Q2	$90.7K	Sell	3,909 -4,550	-54%	-$84.4K	0.06%	147
2020 Q1	$151K	Hold	8,459	–	–	0.12%	88
2019 Q4	$179K	Buy	+8,459	New	+$156K	0.12%	89

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Financial Perspectives's IQ Position: Q4 2021 in Review

Financial Perspectives sold out of iQIYI (IQ) in Q4 2021, closing a stake of 225 shares — an estimated $1.59K sold.

Financial Perspectives first reported a position in IQ in Q4 2019 and held it in 8 quarters. The position peaked at $179K in Q4 2019. 204 funds tracked by Wall St. Rank hold IQ as of Q4 2021.

Financial Perspectives reported no remaining iQIYI position as of Q4 2021 after selling out during the quarter.
Financial Perspectives sold 225 iQIYI shares in Q4 2021, an estimated $1.59K.
Financial Perspectives first reported a position in iQIYI in Q4 2019 and held it in 8 quarters.
Financial Perspectives's iQIYI position peaked at $179K in Q4 2019.
204 funds tracked by Wall St. Rank held iQIYI as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.