Halpern Financial’s iQIYI IQ Stock Holding History

Halpern Financial’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 Q3	$798	Hold	250	–	–	﹤0.01%	215
2024 Q2	$918	Hold	250	–	–	﹤0.01%	205
2024 Q1	$1.08K	Hold	250	–	–	﹤0.01%	196
2023 Q4	$1.2K	Hold	250	–	–	﹤0.01%	226
2023 Q3	$1.19K	Hold	250	–	–	﹤0.01%	198
2023 Q2	$1.33K	Hold	250	–	–	﹤0.01%	240
2023 Q1	$1.82K	Hold	250	–	–	﹤0.01%	163
2022 Q4	$1.32K	Hold	250	–	–	﹤0.01%	171
2022 Q3	$678	Hold	250	–	–	﹤0.01%	188
2022 Q2	$1.05K	Hold	250	–	–	﹤0.01%	286
2022 Q1	$1.14K	Hold	250	–	–	﹤0.01%	208
2021 Q4	$1.14K	Hold	250	–	–	﹤0.01%	231
2021 Q3	$2.01K	Hold	250	–	–	﹤0.01%	234
2021 Q2	$3.9K	Hold	250	–	–	﹤0.01%	196
2021 Q1	$4.16K	Hold	250	–	–	﹤0.01%	193
2020 Q4	$4.37K	Hold	250	–	–	﹤0.01%	166
2020 Q3	$5.64K	Hold	250	–	–	﹤0.01%	149
2020 Q2	$5.8K	Hold	250	–	–	﹤0.01%	124
2020 Q1	$4.45K	Hold	250	–	–	﹤0.01%	120
2019 Q4	$5.28K	Buy	+250	New	+$4.6K	﹤0.01%	147

Other funds holding IQ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Halpern Financial's IQ Position: Q3 2024 in Review

Halpern Financial held its iQIYI (IQ) position steady in Q3 2024 at 250 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Halpern Financial first reported a position in IQ in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.8K in Q2 2020. 197 funds tracked by Wall St. Rank hold IQ as of Q3 2024.

Halpern Financial held 250 shares of iQIYI worth $798 as of Q3 2024.
Halpern Financial left its iQIYI share count unchanged in Q3 2024.
iQIYI made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #215 holding.
Halpern Financial first reported a position in iQIYI in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's iQIYI position peaked at $5.8K in Q2 2020.
197 funds tracked by Wall St. Rank held iQIYI as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.