Global Financial Private Client’s iQIYI IQ Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-350	Closed	-$1.5K	–	700
2024 Q1	$1.5K	Hold	350	–	–	﹤0.01%	614
2023 Q4	$1.71K	Hold	350	–	–	﹤0.01%	595
2023 Q3	$1.65K	Hold	350	–	–	﹤0.01%	588
2023 Q2	$1.89K	Hold	350	–	–	﹤0.01%	579
2023 Q1	$2.53K	Hold	350	–	–	﹤0.01%	558
2022 Q4	$1.85K	Buy	+350	New	+$1.02K	﹤0.01%	564

Other funds holding IQ

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

PAMI

Perseverance Asset Management International George Town, Cayman Islands $979M AUM 50.58% 1-Year Est. Return

Global Financial Private Client's IQ Position: Q2 2024 in Review

Global Financial Private Client sold out of iQIYI (IQ) in Q2 2024, closing a stake of 350 shares — an estimated $1.5K sold.

Global Financial Private Client first reported a position in IQ in Q4 2022 and held it in 6 quarters. The position peaked at $2.53K in Q1 2023. 205 funds tracked by Wall St. Rank hold IQ as of Q2 2024.

Global Financial Private Client reported no remaining iQIYI position as of Q2 2024 after selling out during the quarter.
Global Financial Private Client sold 350 iQIYI shares in Q2 2024, an estimated $1.5K.
Global Financial Private Client first reported a position in iQIYI in Q4 2022 and held it in 6 quarters.
Global Financial Private Client's iQIYI position peaked at $2.53K in Q1 2023.
205 funds tracked by Wall St. Rank held iQIYI as of Q2 2024.

Based on Global Financial Private Client's 13F filing for Q2 2024, filed 29 Jul 2024.