Independent Advisor Alliance’s iQIYI IQ Stock Holding History

Independent Advisor Alliance’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
2021 Q4	–	Sell	-19,931	Closed	-$160K	–	697
2021 Q3	$160K	Buy	19,931 +400	+2%	+$4.15K	0.01%	597
2021 Q2	$304K	Buy	19,531 +6,712	+52%	+$99.8K	0.02%	503
2021 Q1	$213K	Buy	+12,819	New	+$296K	0.01%	550
2020 Q3	–	Sell	-16,500	Closed	-$383K	–	510
2020 Q2	$383K	Sell	16,500 -40,190	-71%	-$746K	0.04%	319
2020 Q1	$1.01M	Buy	56,690 +36,840	+186%	+$828K	0.15%	121
2019 Q4	$419K	Buy	19,850 +65	+0.3%	+$1.2K	0.02%	574
2019 Q3	$319K	Sell	19,785 -122	-0.6%	-$2.24K	0.04%	324
2019 Q2	$411K	Sell	19,907 -2,363	-11%	-$48.8K	0.06%	245
2019 Q1	$533K	Buy	+22,270	New	+$492K	0.08%	225
2018 Q4	–	Sell	-7,525	Closed	-$202K	–	430
2018 Q3	$202K	Buy	+7,525	New	+$224K	0.04%	345

Other funds holding IQ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Advisor Alliance's IQ Position: Q4 2021 in Review

Independent Advisor Alliance sold out of iQIYI (IQ) in Q4 2021, closing a stake of 19,931 shares — an estimated $160K sold.

Independent Advisor Alliance first reported a position in IQ in Q3 2018 and held it in 10 quarters. The position peaked at $1.01M in Q1 2020. 204 funds tracked by Wall St. Rank hold IQ as of Q4 2021.

Independent Advisor Alliance reported no remaining iQIYI position as of Q4 2021 after selling out during the quarter.
Independent Advisor Alliance sold 19,931 iQIYI shares in Q4 2021, an estimated $160K.
Independent Advisor Alliance first reported a position in iQIYI in Q3 2018 and held it in 10 quarters.
Independent Advisor Alliance's iQIYI position peaked at $1.01M in Q1 2020.
204 funds tracked by Wall St. Rank held iQIYI as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.