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Global Wealth Management Investment Advisory’s iQIYI IQ Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-200
Closed -$4K – 635
2020
Q1 		$4K Hold
200
– – ﹤0.01% 436
2019
Q4 		$4K Buy
200
+100
+100% +$1.84K ﹤0.01% 455
2019
Q3 		$2K Buy
+100
New +$1.84K ﹤0.01% 520
2019
Q2 		– Sell
-200
Closed -$5K – 738
2019
Q1 		$5K Buy
+200
New +$4.42K ﹤0.01% 449

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's IQ Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of iQIYI (IQ) in Q2 2020, closing a stake of 200 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in IQ in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 iQIYI shares in Q2 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in iQIYI in Q1 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's iQIYI position peaked at $5K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.