Vanguard Capital Wealth Advisors’s iQIYI IQ Stock Holding History

Vanguard Capital 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
2019 Q4	$277K	Sell	13,150 -650	-5%	-$12K	0.29%	98
2019 Q3	$225K	Hold	13,800	–	–	0.26%	101
2019 Q2	$284K	Sell	13,800 -7,700	-36%	-$159K	0.34%	81
2019 Q1	$514K	Buy	21,500 +8,000	+59%	+$177K	0.65%	48
2018 Q4	$200K	Sell	13,500 -8,200	-38%	-$171K	0.3%	94
2018 Q3	$587K	Sell	21,700 -7,500	-26%	-$223K	0.67%	45
2018 Q2	$943K	Buy	+29,200	New	+$711K	1.25%	19

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IQ Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors reduced its iQIYI (IQ) stake by 4.7% in Q4 2019, selling an estimated $12K and leaving 13,150 shares worth $277K. The position accounts for 0.29% of the portfolio, ranked #98.

Vanguard Capital Wealth Advisors first reported a position in IQ in Q2 2018 and has held it in 7 quarters since. The position peaked at $943K in Q2 2018. 234 funds tracked by Wall St. Rank hold IQ as of Q4 2019.

Vanguard Capital Wealth Advisors held 13,150 shares of iQIYI worth $277K as of Q4 2019.
Vanguard Capital Wealth Advisors sold 650 iQIYI shares in Q4 2019, an estimated $12K.
iQIYI made up 0.29% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #98 holding.
Vanguard Capital Wealth Advisors first reported a position in iQIYI in Q2 2018 and has held it in 7 quarters since.
Vanguard Capital Wealth Advisors's iQIYI position peaked at $943K in Q2 2018.
234 funds tracked by Wall St. Rank held iQIYI as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.