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Orion Portfolio Solutions’s iQIYI IQ Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-165
Closed -$4K – 1229
2020
Q2 		$4K Hold
165
– – ﹤0.01% 1557
2020
Q1 		$3K Hold
165
– – ﹤0.01% 1462
2019
Q4 		$3K Buy
+165
New +$3.03K ﹤0.01% 1407

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Orion Portfolio Solutions's IQ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iQIYI (IQ) in Q3 2020, closing a stake of 165 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in IQ in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 204 funds tracked by Wall St. Rank hold IQ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iQIYI position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 165 iQIYI shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in iQIYI in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iQIYI position peaked at $4K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held iQIYI as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.