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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 $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Liberty Wealth Management's IQ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iQIYI (IQ) in Q4 2021, closing a stake of 48 shares.

Liberty Wealth Management first reported a position in IQ in Q4 2018 and held it in 12 quarters. The position peaked at $1K in Q2 2021. 204 funds tracked by Wall St. Rank hold IQ as of Q4 2021.

  • Liberty Wealth Management reported no remaining iQIYI position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 48 iQIYI shares in Q4 2021.
  • Liberty Wealth Management first reported a position in iQIYI in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's iQIYI position peaked at $1K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held iQIYI as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.