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	Hold	25	–	–	﹤0.01%	424
2019 Q1	$584	Buy	+25	New	+$552	﹤0.01%	328

Other funds holding IQ

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

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

KFA

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joseph P. Lucia & Associates's IQ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iQIYI (IQ) in Q3 2022, closing a stake of 10 shares.

Joseph P. Lucia & Associates first reported a position in IQ in Q1 2019 and held it in 12 quarters. The position peaked at $7K in Q2 2020. 184 funds tracked by Wall St. Rank hold IQ as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iQIYI position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 10 iQIYI shares in Q3 2022.
Joseph P. Lucia & Associates first reported a position in iQIYI in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iQIYI position peaked at $7K in Q2 2020.
184 funds tracked by Wall St. Rank held iQIYI as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.