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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Wealth Advisors's IQ Position: Q3 2020 in Review

TCI Wealth Advisors sold out of iQIYI (IQ) in Q3 2020, closing a stake of 35 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in IQ in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q2 2020. 204 funds tracked by Wall St. Rank hold IQ as of Q3 2020.

TCI Wealth Advisors reported no remaining iQIYI position as of Q3 2020 after selling out during the quarter.
TCI Wealth Advisors sold 35 iQIYI shares in Q3 2020, an estimated $1K.
TCI Wealth Advisors first reported a position in iQIYI in Q1 2019 and held it in 6 quarters.
TCI Wealth Advisors's iQIYI position peaked at $1K in Q2 2020.
204 funds tracked by Wall St. Rank held iQIYI as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.