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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 – 952
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 $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return