RWB
IQ icon

RMR Wealth Builders’s iQIYI IQ Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-200
Closed -$3K – 411
2021
Q1 		$3K Sell
200
-220
-52% -$5.08K ﹤0.01% 713
2020
Q4 		$7K Buy
+420
New +$9.47K ﹤0.01% 432
2020
Q3 		– Sell
-200
Closed -$5K – 339
2020
Q2 		$5K Buy
+200
New +$3.71K ﹤0.01% 382
2019
Q4 		$4K Buy
+200
New +$3.68K ﹤0.01% 381

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

RMR Wealth Builders's IQ Position: Q2 2021 in Review

RMR Wealth Builders sold out of iQIYI (IQ) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in IQ in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 237 funds tracked by Wall St. Rank hold IQ as of Q2 2021.

  • RMR Wealth Builders reported no remaining iQIYI position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 200 iQIYI shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in iQIYI in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's iQIYI position peaked at $7K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held iQIYI as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.