Next Financial Group’s iQIYI IQ Stock Holding History

Next Financial Group’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	$9K	Hold	1,877	–	–	﹤0.01%	2223
2021 Q3	$15K	Hold	1,877	–	–	﹤0.01%	1902
2021 Q2	$29K	Hold	1,877	–	–	﹤0.01%	1616
2021 Q1	$31K	Sell	1,877 -1,915	-51%	-$44.2K	﹤0.01%	1482
2020 Q4	$66K	Buy	+3,792	New	+$85.5K	0.01%	1101
2020 Q2	–	Sell	-2,712	Closed	-$48K	–	1221
2020 Q1	$48K	Sell	2,712 -1,316	-33%	-$29.6K	0.01%	1002
2019 Q4	$85K	Buy	4,028 +380	+10%	+$6.99K	0.01%	1011
2019 Q3	$59K	Buy	3,648 +566	+18%	+$10.4K	0.01%	1096
2019 Q2	$64K	Buy	3,082 +2,722	+756%	+$56.2K	0.01%	1083
2019 Q1	$9K	Sell	360 -1,556	-81%	-$34.4K	﹤0.01%	1135
2018 Q4	$28K	Buy	+1,916	New	+$40K	0.01%	984

Other funds holding IQ

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

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

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

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

Citigroup New York $235B AUM 32.99% 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 $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's IQ Position: Q4 2021 in Review

Next Financial Group held its iQIYI (IQ) position steady in Q4 2021 at 1,877 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Next Financial Group first reported a position in IQ in Q4 2018 and has held it in 11 quarters since. The position peaked at $85K in Q4 2019. 204 funds tracked by Wall St. Rank hold IQ as of Q4 2021.

Next Financial Group held 1,877 shares of iQIYI worth $9K as of Q4 2021.
Next Financial Group left its iQIYI share count unchanged in Q4 2021.
iQIYI made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2223 holding.
Next Financial Group first reported a position in iQIYI in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's iQIYI position peaked at $85K in Q4 2019.
204 funds tracked by Wall St. Rank held iQIYI as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.