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Stratos Wealth Partners’s iQIYI IQ Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-3,380
Closed -$91K – 1638
2018
Q3 		$91K Sell
3,380
-3,685
-52% -$110K ﹤0.01% 1171
2018
Q2 		$228K Buy
+7,065
New +$172K 0.01% 848

Other funds holding IQ

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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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's IQ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iQIYI (IQ) in Q4 2018, closing a stake of 3,380 shares — an estimated $91K sold.

Stratos Wealth Partners first reported a position in IQ in Q2 2018 and held it in 2 quarters. The position peaked at $228K in Q2 2018. 212 funds tracked by Wall St. Rank hold IQ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iQIYI position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,380 iQIYI shares in Q4 2018, an estimated $91K.
  • Stratos Wealth Partners first reported a position in iQIYI in Q2 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's iQIYI position peaked at $228K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held iQIYI as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.