JWA
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JFS Wealth Advisors’s iQIYI IQ Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-64
Closed -$235 – 1990
2024
Q2 		$235 Buy
64
+38
+146% +$171 ﹤0.01% 1886
2024
Q1 		$110 Sell
26
-21
-45% -$81 ﹤0.01% 1943
2023
Q4 		$230 Buy
47
+12
+34% +$57 ﹤0.01% 1891
2023
Q3 		$166 Sell
35
-13
-27% -$68 ﹤0.01% 1882
2023
Q2 		$257 Buy
+48
New +$270 ﹤0.01% 1848

Other funds holding IQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return