SWA
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SOA Wealth Advisors’s iQIYI IQ Stock Holding History

SOA Wealth 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
2021
Q1 		– Sell
-78
Closed -$1K – 863
2020
Q4 		$1K Buy
+78
New +$1.76K ﹤0.01% 746

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SOA Wealth Advisors's IQ Position: Q1 2021 in Review

SOA Wealth Advisors sold out of iQIYI (IQ) in Q1 2021, closing a stake of 78 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in IQ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 255 funds tracked by Wall St. Rank hold IQ as of Q1 2021.

  • SOA Wealth Advisors reported no remaining iQIYI position as of Q1 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 78 iQIYI shares in Q1 2021, an estimated $1K.
  • SOA Wealth Advisors first reported a position in iQIYI in Q4 2020 and held it in 1 quarter.
  • SOA Wealth Advisors's iQIYI position peaked at $1K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held iQIYI as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.