Kelly Financial Services’s iQIYI IQ Stock Holding History

Kelly Financial Services’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	-4	Closed	-$15	–	419
2024 Q2	$15	Hold	4	–	–	﹤0.01%	791
2024 Q1	$17	Hold	4	–	–	﹤0.01%	796
2023 Q4	$20	Hold	4	–	–	﹤0.01%	776
2023 Q3	$19	Hold	4	–	–	﹤0.01%	756
2023 Q2	$21	Hold	4	–	–	﹤0.01%	720
2023 Q1	$29	Sell	4 -7	-64%	-$48	﹤0.01%	692
2022 Q4	$58	Hold	11	–	–	﹤0.01%	667
2022 Q3	$30	Hold	11	–	–	﹤0.01%	691
2022 Q2	$46	Hold	11	–	–	﹤0.01%	670
2022 Q1	$50	Hold	11	–	–	﹤0.01%	666
2021 Q4	$50	Hold	11	–	–	﹤0.01%	673
2021 Q3	$88	Sell	11 -160	-94%	-$1.66K	﹤0.01%	637
2021 Q2	$11K	Buy	171 +160	+1,455%	+$2.38K	﹤0.01%	578
2021 Q1	$183	Hold	11	–	–	﹤0.01%	616
2020 Q4	$192	Hold	11	–	–	﹤0.01%	574
2020 Q3	$248	Hold	11	–	–	﹤0.01%	539
2020 Q2	$255	Hold	11	–	–	﹤0.01%	557
2020 Q1	$196	Hold	11	–	–	﹤0.01%	535
2019 Q4	$232	Hold	11	–	–	﹤0.01%	527
2019 Q3	$177	Hold	11	–	–	﹤0.01%	519
2019 Q2	$227	Hold	11	–	–	﹤0.01%	465
2019 Q1	$263	Buy	+11	New	+$243	﹤0.01%	458

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Fidelity International

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

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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