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TCI Wealth Advisors’s iQIYI IQ Stock Holding History

TCI 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
2020
Q3 		– Sell
-35
Closed -$1K – 1586
2020
Q2 		$1K Hold
35
– – ﹤0.01% 1269
2020
Q1 		$1K Hold
35
– – ﹤0.01% 1261
2019
Q4 		$1K Hold
35
– – ﹤0.01% 1359
2019
Q3 		$1K Hold
35
– – ﹤0.01% 1310
2019
Q2 		$1K Hold
35
– – ﹤0.01% 1220
2019
Q1 		$1K Buy
+35
New +$773 ﹤0.01% 1239

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return