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Sowell Financial Services’s iQIYI IQ Stock Holding History

Sowell Financial Services’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
-1,050
Closed -$15K – 1597
2021
Q1 		$15K Hold
1,050
– – ﹤0.01% 2154
2020
Q4 		$18K Hold
1,050
– – ﹤0.01% 1778
2020
Q3 		$24K Hold
1,050
– – ﹤0.01% 1481
2020
Q2 		$24K Hold
1,050
– – ﹤0.01% 1405
2020
Q1 		$19K Buy
1,050
+50
+5% +$1.12K ﹤0.01% 1413
2019
Q4 		$21K Hold
1,000
– – ﹤0.01% 1422
2019
Q3 		$16K Buy
+1,000
New +$18.4K ﹤0.01% 1364

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

Sowell Financial Services's IQ Position: Q2 2021 in Review

Sowell Financial Services sold out of iQIYI (IQ) in Q2 2021, closing a stake of 1,050 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in IQ in Q3 2019 and held it in 7 quarters. The position peaked at $24K in Q3 2020. 237 funds tracked by Wall St. Rank hold IQ as of Q2 2021.

  • Sowell Financial Services reported no remaining iQIYI position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,050 iQIYI shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in iQIYI in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iQIYI position peaked at $24K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held iQIYI as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.