IAA
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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 – 431
2018
Q3 		$202K Buy
+7,525
New +$224K 0.04% 345

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return