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Glassman Wealth Services’s iQIYI IQ Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-579
Closed -$2.83K – 984
2023
Q4 		$2.83K Hold
579
– – ﹤0.01% 1245
2023
Q3 		$2.74K Hold
579
– – ﹤0.01% 1234
2023
Q2 		$3.09K Hold
579
– – ﹤0.01% 1131
2023
Q1 		$4.21K Sell
579
-257
-31% -$1.76K ﹤0.01% 1049
2022
Q4 		$4.43K Buy
836
+776
+1,293% +$2.26K ﹤0.01% 1052
2022
Q3 		$0 Hold
60
– – ﹤0.01% 1824
2022
Q2 		$0 Buy
+60
New +$241 ﹤0.01% 1833
2021
Q1 		– Sell
-66
Closed -$1K – 1517
2020
Q4 		$1K Buy
+66
New +$1.49K ﹤0.01% 1228

Other funds holding IQ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HM
HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Glassman Wealth Services's IQ Position: Q1 2024 in Review

Glassman Wealth Services sold out of iQIYI (IQ) in Q1 2024, closing a stake of 579 shares — an estimated $2.83K sold.

Glassman Wealth Services first reported a position in IQ in Q4 2020 and held it in 8 quarters. The position peaked at $4.43K in Q4 2022. 189 funds tracked by Wall St. Rank hold IQ as of Q1 2024.

  • Glassman Wealth Services reported no remaining iQIYI position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 579 iQIYI shares in Q1 2024, an estimated $2.83K.
  • Glassman Wealth Services first reported a position in iQIYI in Q4 2020 and held it in 8 quarters.
  • Glassman Wealth Services's iQIYI position peaked at $4.43K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held iQIYI as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.