TW
IQ icon

TrinityPoint Wealth’s iQIYI IQ Stock Holding History

TrinityPoint Wealth’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
-11,920
Closed -$212K – 211
2020
Q1 		$212K Hold
11,920
– – 0.08% 180
2019
Q4 		$252K Sell
11,920
-200
-2% -$3.68K 0.09% 187
2019
Q3 		$218K Sell
12,120
-3,000
-20% -$55.1K 0.08% 197
2019
Q2 		$289K Buy
15,120
+1,000
+7% +$20.7K 0.14% 130
2019
Q1 		$338K Buy
14,120
+1,045
+8% +$23.1K 0.17% 118
2018
Q4 		$194K Buy
+13,075
New +$273K 0.12% 160

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return