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Plante Moran Financial Advisors’s iQIYI IQ Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-550
Closed -$12K – 930
2020
Q3 		$12K Buy
+550
New +$12K ﹤0.01% 577
2019
Q4 		– Sell
-5,000
Closed -$81K – 821
2019
Q3 		$81K Buy
+5,000
New +$91.8K 0.02% 270
2019
Q2 		– Sell
-187
Closed -$4K – 804
2019
Q1 		$4K Sell
187
-15
-7% -$331 ﹤0.01% 658
2018
Q4 		$3K Buy
202
+59
+41% +$1.23K ﹤0.01% 658
2018
Q3 		$4K Sell
143
-1
-0.7% -$30 ﹤0.01% 613
2018
Q2 		$5K Sell
144
-856
-86% -$20.8K ﹤0.01% 632
2018
Q1 		$16K Buy
+1,000
New +$15.6K 0.01% 540

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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
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

Plante Moran Financial Advisors's IQ Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of iQIYI (IQ) in Q4 2020, closing a stake of 550 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in IQ in Q1 2018 and held it in 7 quarters. The position peaked at $81K in Q3 2019. 230 funds tracked by Wall St. Rank hold IQ as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining iQIYI position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 550 iQIYI shares in Q4 2020, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in iQIYI in Q1 2018 and held it in 7 quarters.
  • Plante Moran Financial Advisors's iQIYI position peaked at $81K in Q3 2019.
  • 230 funds tracked by Wall St. Rank held iQIYI as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.