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OneDigital Investment Advisors’s iQIYI IQ Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-1,805
Closed -$37K – 852
2019
Q2 		$37K Buy
1,805
+1,455
+416% +$30.1K ﹤0.01% 635
2019
Q1 		$8K Sell
350
-5,035
-94% -$111K ﹤0.01% 924
2018
Q4 		$80K Buy
5,385
+4,870
+946% +$102K 0.01% 375
2018
Q3 		$13K Sell
515
-18
-3% -$536 ﹤0.01% 774
2018
Q2 		$17K Buy
+533
New +$13K ﹤0.01% 868

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OneDigital Investment Advisors's IQ Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of iQIYI (IQ) in Q3 2019, closing a stake of 1,805 shares — an estimated $37K sold.

OneDigital Investment Advisors first reported a position in IQ in Q2 2018 and held it in 5 quarters. The position peaked at $80K in Q4 2018. 224 funds tracked by Wall St. Rank hold IQ as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining iQIYI position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,805 iQIYI shares in Q3 2019, an estimated $37K.
  • OneDigital Investment Advisors first reported a position in iQIYI in Q2 2018 and held it in 5 quarters.
  • OneDigital Investment Advisors's iQIYI position peaked at $80K in Q4 2018.
  • 224 funds tracked by Wall St. Rank held iQIYI as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.