Institutional & Family Asset Management’s iQIYI IQ Stock Holding History

Institutional & Family Asset Management’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 Q2	$606	Hold	165	–	–	﹤0.01%	688
2024 Q1	$698	Hold	165	–	–	﹤0.01%	670
2023 Q4	$805	Hold	165	–	–	﹤0.01%	638
2023 Q3	$782	Hold	165	–	–	﹤0.01%	632
2023 Q2	$881	Hold	165	–	–	﹤0.01%	640
2023 Q1	$1.2K	Hold	165	–	–	﹤0.01%	609
2022 Q4	$875	Hold	165	–	–	﹤0.01%	609
2022 Q3	$0	Hold	165	–	–	﹤0.01%	738
2022 Q2	$1K	Buy	165 +50	+43%	+$201	﹤0.01%	659
2022 Q1	$1K	Hold	115	–	–	﹤0.01%	698
2021 Q4	$1K	Hold	115	–	–	﹤0.01%	725
2021 Q3	$1K	Hold	115	–	–	﹤0.01%	842
2021 Q2	$2K	Hold	115	–	–	﹤0.01%	823
2021 Q1	$2K	Sell	115 -282	-71%	-$6.51K	﹤0.01%	796
2020 Q4	$7K	Hold	397	–	–	﹤0.01%	596
2020 Q3	$9K	Hold	397	–	–	﹤0.01%	504
2020 Q2	$9K	Hold	397	–	–	﹤0.01%	498
2020 Q1	$7K	Hold	397	–	–	﹤0.01%	495
2019 Q4	$8K	Hold	397	–	–	﹤0.01%	537
2019 Q3	$6K	Buy	397 +50	+14%	+$918	﹤0.01%	536
2019 Q2	$7K	Sell	347 -159	-31%	-$3.29K	﹤0.01%	544
2019 Q1	$12K	Hold	506	–	–	﹤0.01%	478
2018 Q4	$8K	Sell	506 -150	-23%	-$3.13K	﹤0.01%	512
2018 Q3	$18K	Hold	656	–	–	﹤0.01%	448
2018 Q2	$21K	Buy	+656	New	+$16K	﹤0.01%	436

Other funds holding IQ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

OAG

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

HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

PAMI

Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return

Institutional & Family Asset Management's IQ Position: Q2 2024 in Review

Institutional & Family Asset Management held its iQIYI (IQ) position steady in Q2 2024 at 165 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Institutional & Family Asset Management first reported a position in IQ in Q2 2018 and has held it in 25 quarters since. The position peaked at $21K in Q2 2018. 204 funds tracked by Wall St. Rank hold IQ as of Q2 2024.

Institutional & Family Asset Management held 165 shares of iQIYI worth $606 as of Q2 2024.
Institutional & Family Asset Management left its iQIYI share count unchanged in Q2 2024.
iQIYI made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #688 holding.
Institutional & Family Asset Management first reported a position in iQIYI in Q2 2018 and has held it in 25 quarters since.
Institutional & Family Asset Management's iQIYI position peaked at $21K in Q2 2018.
204 funds tracked by Wall St. Rank held iQIYI as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.