Patriot Financial Group Insurance Agency’s iQIYI IQ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-4,665	Closed	-$20K	–	1150
2022 Q2	$20K	Sell	4,665 -3,474	-43%	-$14K	﹤0.01%	1010
2022 Q1	$37K	Buy	8,139 +428	+6%	+$1.79K	0.01%	875
2021 Q4	$35K	Buy	7,711 +1,755	+29%	+$12.4K	0.01%	1001
2021 Q3	$48K	Buy	5,956 +714	+14%	+$7.41K	0.01%	879
2021 Q2	$82K	Buy	+5,242	New	+$78K	0.02%	691
2020 Q4	–	Sell	-43	Closed	-$1K	–	1916
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	1558
2020 Q2	$1K	Sell	43 -650	-94%	-$12.1K	﹤0.01%	1527
2020 Q1	$12K	Buy	693 +243	+54%	+$5.46K	0.01%	799
2019 Q4	$9K	Hold	450	–	–	﹤0.01%	860
2019 Q3	$7K	Hold	450	–	–	﹤0.01%	871
2019 Q2	$10K	Hold	450	–	–	﹤0.01%	807
2019 Q1	$11K	Buy	+450	New	+$9.94K	0.01%	684

Other funds holding IQ

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iQIYI (IQ) in Q3 2022, closing a stake of 4,665 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in IQ in Q1 2019 and held it in 12 quarters. The position peaked at $82K in Q2 2021. 184 funds tracked by Wall St. Rank hold IQ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iQIYI position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,665 iQIYI shares in Q3 2022, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in iQIYI in Q1 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's iQIYI position peaked at $82K in Q2 2021.
184 funds tracked by Wall St. Rank held iQIYI as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.