Heritage Wealth Management (Arizona)’s iQIYI IQ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$8.17K	Buy	1,542 +687	+80%	+$2K	﹤0.01%	802
2022 Q3	$2K	Sell	855 -214	-20%	-$793	﹤0.01%	879
2022 Q2	$4.49K	Hold	1,069	–	–	﹤0.01%	787
2022 Q1	$5K	Buy	+1,069	New	+$4.46K	﹤0.01%	800
2021 Q3	$11K	Sell	1,398 -497	-26%	-$5.16K	﹤0.01%	640
2021 Q2	$30K	Sell	1,895 -2,648	-58%	-$39.4K	0.01%	512
2021 Q1	$76K	Buy	+4,543	New	+$105K	0.04%	294

Other funds holding IQ

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

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 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

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

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

CCM

CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iQIYI (IQ) stake by 80% in Q4 2022, buying an estimated $2K and bringing the position to 1,542 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Heritage Wealth Management (Arizona) first reported a position in IQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $76K in Q1 2021. 197 funds tracked by Wall St. Rank hold IQ as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,542 shares of iQIYI worth $8.17K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 687 iQIYI shares in Q4 2022, an estimated $2K.
iQIYI made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #802 holding.
Heritage Wealth Management (Arizona) first reported a position in iQIYI in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iQIYI position peaked at $76K in Q1 2021.
197 funds tracked by Wall St. Rank held iQIYI as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.