Institute for Wealth Management’s Baidu BIDU Stock Holding History

Institute for Wealth Management’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,366	Closed	-$249K	–	515
2024 Q3	$249K	Buy	+2,366	New	+$209K	0.03%	464
2021 Q4	–	Sell	-1,554	Closed	-$239K	–	492
2021 Q3	$239K	Sell	1,554 -481	-24%	-$79K	0.04%	424
2021 Q2	$415K	Buy	2,035 +393	+24%	+$78.6K	0.07%	306
2021 Q1	$357K	Buy	+1,642	New	+$429K	0.07%	326
2013 Q3	–	Sell	-20	Closed	-$2K	–	70
2013 Q2	$2K	Buy	+20	New	+$1.84K	﹤0.01%	109

Other funds holding BIDU

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

OAG

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Institute for Wealth Management's BIDU Position: Q4 2024 in Review

Institute for Wealth Management sold out of Baidu (BIDU) in Q4 2024, closing a stake of 2,366 shares — an estimated $249K sold.

Institute for Wealth Management first reported a position in BIDU in Q2 2013 and held it in 5 quarters. The position peaked at $415K in Q2 2021. 436 funds tracked by Wall St. Rank hold BIDU as of Q4 2024.

Institute for Wealth Management reported no remaining Baidu position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 2,366 Baidu shares in Q4 2024, an estimated $249K.
Institute for Wealth Management first reported a position in Baidu in Q2 2013 and held it in 5 quarters.
Institute for Wealth Management's Baidu position peaked at $415K in Q2 2021.
436 funds tracked by Wall St. Rank held Baidu as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.