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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JFS Wealth Advisors's IQ Position: Q3 2024 in Review

JFS Wealth Advisors sold out of iQIYI (IQ) in Q3 2024, closing a stake of 64 shares — an estimated $235 sold.

JFS Wealth Advisors first reported a position in IQ in Q2 2023 and held it in 5 quarters. The position peaked at $257 in Q2 2023. 197 funds tracked by Wall St. Rank hold IQ as of Q3 2024.

JFS Wealth Advisors reported no remaining iQIYI position as of Q3 2024 after selling out during the quarter.
JFS Wealth Advisors sold 64 iQIYI shares in Q3 2024, an estimated $235.
JFS Wealth Advisors first reported a position in iQIYI in Q2 2023 and held it in 5 quarters.
JFS Wealth Advisors's iQIYI position peaked at $257 in Q2 2023.
197 funds tracked by Wall St. Rank held iQIYI as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.