Janiczek Wealth Management’s iQIYI IQ Stock Holding History

Janiczek Wealth 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	$2.38K	Buy	+648	New	+$2.92K	﹤0.01%	837
2023 Q4	–	Sell	-96	Closed	-$456	–	1149
2023 Q3	$456	Buy	+96	New	+$500	﹤0.01%	981
2022 Q3	–	Sell	-215	Closed	-$1K	–	983
2022 Q2	$1K	Sell	215 -528	-71%	-$2.13K	﹤0.01%	874
2022 Q1	$3K	Buy	743 +282	+61%	+$1.18K	﹤0.01%	734
2021 Q4	$2K	Buy	461 +407	+754%	+$2.88K	﹤0.01%	833
2021 Q3	$0	Sell	54 -47	-47%	-$487	﹤0.01%	993
2021 Q2	$2K	Sell	101 -416	-80%	-$6.19K	﹤0.01%	763
2021 Q1	$9K	Buy	+517	New	+$11.9K	﹤0.01%	553

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

Janiczek Wealth Management's IQ Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in iQIYI (IQ) in Q2 2024: 648 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in IQ as recently as Q3 2023.

Janiczek Wealth Management first reported a position in IQ in Q1 2021 and has held it in 8 quarters since. The position peaked at $9K in Q1 2021. 204 funds tracked by Wall St. Rank hold IQ as of Q2 2024.

Janiczek Wealth Management held 648 shares of iQIYI worth $2.38K as of Q2 2024.
iQIYI was a new Janiczek Wealth Management position in Q2 2024.
iQIYI made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #837 holding.
Janiczek Wealth Management first reported a position in iQIYI in Q1 2021 and has held it in 8 quarters since.
Janiczek Wealth Management's iQIYI position peaked at $9K in Q1 2021.
204 funds tracked by Wall St. Rank held iQIYI as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.