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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 $832M AUM 32.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TrinityPoint Wealth's IQ Position: Q2 2020 in Review

TrinityPoint Wealth sold out of iQIYI (IQ) in Q2 2020, closing a stake of 11,920 shares — an estimated $212K sold.

TrinityPoint Wealth first reported a position in IQ in Q4 2018 and held it in 6 quarters. The position peaked at $338K in Q1 2019. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

  • TrinityPoint Wealth reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
  • TrinityPoint Wealth sold 11,920 iQIYI shares in Q2 2020, an estimated $212K.
  • TrinityPoint Wealth first reported a position in iQIYI in Q4 2018 and held it in 6 quarters.
  • TrinityPoint Wealth's iQIYI position peaked at $338K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on TrinityPoint Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.