MPS Loria Financial Planners’s iQIYI IQ Stock Holding History

MPS Loria Financial Planners’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
2020 Q4	–	Sell	-298	Closed	-$7K	–	628
2020 Q3	$7K	Hold	298	–	–	﹤0.01%	256
2020 Q2	$7K	Buy	+298	New	+$5.53K	﹤0.01%	265

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's IQ Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of iQIYI (IQ) in Q4 2020, closing a stake of 298 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in IQ in Q2 2020 and held it in 2 quarters. The position peaked at $7K in Q3 2020. 230 funds tracked by Wall St. Rank hold IQ as of Q4 2020.

MPS Loria Financial Planners reported no remaining iQIYI position as of Q4 2020 after selling out during the quarter.
MPS Loria Financial Planners sold 298 iQIYI shares in Q4 2020, an estimated $7K.
MPS Loria Financial Planners first reported a position in iQIYI in Q2 2020 and held it in 2 quarters.
MPS Loria Financial Planners's iQIYI position peaked at $7K in Q3 2020.
230 funds tracked by Wall St. Rank held iQIYI as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.