PDS Planning’s iQIYI IQ Stock Holding History

PDS Planning’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
2025 Q1	–	Sell	-17,305	Closed	-$34.8K	–	481
2024 Q4	$34.8K	Buy	+17,305	New	+$41K	﹤0.01%	441

Other funds holding IQ

KFA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PDS Planning's IQ Position: Q1 2025 in Review

PDS Planning sold out of iQIYI (IQ) in Q1 2025, closing a stake of 17,305 shares — an estimated $34.8K sold.

PDS Planning first reported a position in IQ in Q4 2024 and held it in 1 quarter. The position peaked at $34.8K in Q4 2024. 167 funds tracked by Wall St. Rank hold IQ as of Q1 2025.

PDS Planning reported no remaining iQIYI position as of Q1 2025 after selling out during the quarter.
PDS Planning sold 17,305 iQIYI shares in Q1 2025, an estimated $34.8K.
PDS Planning first reported a position in iQIYI in Q4 2024 and held it in 1 quarter.
PDS Planning's iQIYI position peaked at $34.8K in Q4 2024.
167 funds tracked by Wall St. Rank held iQIYI as of Q1 2025.

Based on PDS Planning's 13F filing for Q1 2025, filed 24 Apr 2025.