PIA
IQ icon

Perennial Investment Advisors’s iQIYI IQ Stock Holding History

Perennial 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
2023
Q4 		– Sell
-15,000
Closed -$71.1K – 360
2023
Q3 		$71.1K Buy
15,000
+1,200
+9% +$6.25K 0.01% 343
2023
Q2 		$73.7K Buy
13,800
+800
+6% +$4.5K 0.01% 344
2023
Q1 		$94.6K Buy
+13,000
New +$89.2K 0.02% 339
2021
Q4 		– Sell
-15,000
Closed -$120K – 240
2021
Q3 		$120K Buy
+15,000
New +$156K 0.04% 215

Other funds holding IQ

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return

Perennial Investment Advisors's IQ Position: Q4 2023 in Review

Perennial Investment Advisors sold out of iQIYI (IQ) in Q4 2023, closing a stake of 15,000 shares — an estimated $71.1K sold.

Perennial Investment Advisors first reported a position in IQ in Q3 2021 and held it in 4 quarters. The position peaked at $120K in Q3 2021. 215 funds tracked by Wall St. Rank hold IQ as of Q4 2023.

  • Perennial Investment Advisors reported no remaining iQIYI position as of Q4 2023 after selling out during the quarter.
  • Perennial Investment Advisors sold 15,000 iQIYI shares in Q4 2023, an estimated $71.1K.
  • Perennial Investment Advisors first reported a position in iQIYI in Q3 2021 and held it in 4 quarters.
  • Perennial Investment Advisors's iQIYI position peaked at $120K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held iQIYI as of Q4 2023.

Based on Perennial Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.