RFA
IQ icon

Reilly Financial Advisors’s iQIYI IQ Stock Holding History

Reilly 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
Q2 		– Sell
-5,000
Closed -$89K – 927
2020
Q1 		$89K Buy
+5,000
New +$112K 0.01% 234
2018
Q4 		– Sell
-600
Closed -$16K – 984
2018
Q3 		$16K Hold
600
– – ﹤0.01% 606
2018
Q2 		$19K Buy
+600
New +$14.6K ﹤0.01% 518

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's IQ Position: Q2 2020 in Review

Reilly Financial Advisors sold out of iQIYI (IQ) in Q2 2020, closing a stake of 5,000 shares — an estimated $89K sold.

Reilly Financial Advisors first reported a position in IQ in Q2 2018 and held it in 3 quarters. The position peaked at $89K in Q1 2020. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

  • Reilly Financial Advisors reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 5,000 iQIYI shares in Q2 2020, an estimated $89K.
  • Reilly Financial Advisors first reported a position in iQIYI in Q2 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's iQIYI position peaked at $89K in Q1 2020.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.