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NWAM LLC’s iQIYI IQ Stock Holding History

NWAM LLC’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
Q2 		– Sell
-34,281
Closed -$610 – 428
2020
Q1 		$610 Buy
34,281
+4,023
+13% +$90.4K 0.02% 203
2019
Q4 		$639K Sell
30,258
-1,000
-3% -$18.4K 0.11% 189
2019
Q3 		$504K Buy
31,258
+1,550
+5% +$28.5K 0.09% 205
2019
Q2 		$613K Buy
29,708
+15,173
+104% +$314K 0.12% 168
2019
Q1 		$348K Buy
14,535
+185
+1% +$4.09K 0.08% 247
2018
Q4 		$213K Buy
14,350
+515
+4% +$10.7K 0.05% 288
2018
Q3 		$375K Buy
+13,835
New +$412K 0.08% 225

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return