Sigma Planning Corp’s iQIYI IQ Stock Holding History

Sigma Planning Corp’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	-17,950	Closed	-$320K	–	1080
2020 Q1	$320K	Buy	17,950 +450	+3%	+$10.1K	0.02%	618
2019 Q4	$369K	Buy	+17,500	New	+$322K	0.02%	707
2019 Q2	–	Sell	-9,460	Closed	-$226K	–	1017
2019 Q1	$226K	Buy	+9,460	New	+$209K	0.01%	801
2018 Q4	–	Sell	-9,880	Closed	-$267K	–	908
2018 Q3	$267K	Buy	9,880 +867	+10%	+$25.8K	0.02%	749
2018 Q2	$291K	Buy	+9,013	New	+$219K	0.02%	657

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sigma Planning Corp's IQ Position: Q2 2020 in Review

Sigma Planning Corp sold out of iQIYI (IQ) in Q2 2020, closing a stake of 17,950 shares — an estimated $320K sold.

Sigma Planning Corp first reported a position in IQ in Q2 2018 and held it in 5 quarters. The position peaked at $369K in Q4 2019. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

Sigma Planning Corp reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
Sigma Planning Corp sold 17,950 iQIYI shares in Q2 2020, an estimated $320K.
Sigma Planning Corp first reported a position in iQIYI in Q2 2018 and held it in 5 quarters.
Sigma Planning Corp's iQIYI position peaked at $369K in Q4 2019.
219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.