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Redwood Wealth Management Group’s iQIYI IQ Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-12,515
Closed -$45.9K – 613
2024
Q2 		$45.9K Buy
+12,515
New +$56.5K 0.03% 319
2024
Q1 		– Sell
-11,215
Closed -$54.7K – 129
2023
Q4 		$54.7K Sell
11,215
-1,100
-9% -$5.2K 0.06% 128
2023
Q3 		$58.4K Hold
12,315
– – 0.07% 126
2023
Q2 		$65.8K Buy
12,315
+1,350
+12% +$7.59K 0.07% 134
2023
Q1 		$79.8K Sell
10,965
-1,520
-12% -$10.4K 0.09% 139
2022
Q4 		$66.2K Buy
+12,485
New +$36.4K 0.08% 131

Other funds holding IQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Redwood Wealth Management Group's IQ Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of iQIYI (IQ) in Q3 2024, closing a stake of 12,515 shares — an estimated $45.9K sold.

Redwood Wealth Management Group first reported a position in IQ in Q4 2022 and held it in 6 quarters. The position peaked at $79.8K in Q1 2023. 197 funds tracked by Wall St. Rank hold IQ as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining iQIYI position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 12,515 iQIYI shares in Q3 2024, an estimated $45.9K.
  • Redwood Wealth Management Group first reported a position in iQIYI in Q4 2022 and held it in 6 quarters.
  • Redwood Wealth Management Group's iQIYI position peaked at $79.8K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held iQIYI as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.