JPLA
IQ icon

Joseph P. Lucia & Associates’s iQIYI IQ Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-10
Closed – – 260
2022
Q2 		$0 Hold
10
– – ﹤0.01% 466
2022
Q1 		$0 Buy
+10
New +$42 ﹤0.01% 458
2021
Q4 		– Sell
-10
Closed – – 328
2021
Q3 		$0 Hold
10
– – ﹤0.01% 599
2021
Q2 		$0 Hold
10
– – ﹤0.01% 593
2021
Q1 		$0 Hold
10
– – ﹤0.01% 584
2020
Q4 		$0 Buy
+10
New +$226 ﹤0.01% 487
2020
Q3 		– Sell
-300
Closed -$7K – 258
2020
Q2 		$7K Hold
300
– – 0.01% 347
2020
Q1 		$5K Hold
300
– – 0.01% 342
2019
Q4 		$6K Buy
300
+275
+1,100% +$5.06K 0.01% 349
2019
Q3 		$0 Hold
25
– – ﹤0.01% 462
2019
Q2 		$1K Sell
25
-559
-96% -$11.6K ﹤0.01% 424
2019
Q1 		$25 Buy
+584
New +$12.9K ﹤0.01% 312

Other funds holding IQ

OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return