LWM
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Liberty Wealth Management’s iQIYI IQ Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-48
Closed – – 624
2021
Q3 		$0 Hold
48
– – ﹤0.01% 1200
2021
Q2 		$1K Hold
48
– – ﹤0.01% 1002
2021
Q1 		$1K Hold
48
– – ﹤0.01% 873
2020
Q4 		$1K Hold
48
– – ﹤0.01% 872
2020
Q3 		$1K Hold
48
– – ﹤0.01% 810
2020
Q2 		$1K Hold
48
– – ﹤0.01% 790
2020
Q1 		$1K Sell
48
-8
-14% -$180 ﹤0.01% 806
2019
Q4 		$1K Hold
56
– – ﹤0.01% 835
2019
Q3 		$1K Buy
56
+26
+87% +$477 ﹤0.01% 797
2019
Q2 		$1K Buy
30
+15
+100% +$310 ﹤0.01% 825
2019
Q1 		$0 Hold
15
– – ﹤0.01% 784
2018
Q4 		$0 Buy
+15
New +$313 ﹤0.01% 774

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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 $60.6B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return