Sugarloaf Wealth Management’s iQIYI IQ Stock Holding History

Sugarloaf Wealth Management’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	-300	Closed	-$5K	–	695
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	507
2019 Q4	$6K	Buy	+300	New	+$5.52K	﹤0.01%	515

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 $3.38T AUM 44.17% 1-Year Est. Return

Sugarloaf Wealth Management's IQ Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of iQIYI (IQ) in Q2 2020, closing a stake of 300 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in IQ in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

Sugarloaf Wealth Management reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 300 iQIYI shares in Q2 2020, an estimated $5K.
Sugarloaf Wealth Management first reported a position in iQIYI in Q4 2019 and held it in 2 quarters.
Sugarloaf Wealth Management's iQIYI position peaked at $6K in Q4 2019.
219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.