Wallace Advisory Group’s iQIYI IQ Stock Holding History

Wallace Advisory Group’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
2023 Q3	–	Sell	-11,196	Closed	-$81.5K	–	180
2023 Q2	$81.5K	Hold	11,196	–	–	0.06%	168
2023 Q1	$81.5K	Buy	+11,196	New	+$76.8K	0.06%	168

Other funds holding IQ

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wallace Advisory Group's IQ Position: Q3 2023 in Review

Wallace Advisory Group sold out of iQIYI (IQ) in Q3 2023, closing a stake of 11,196 shares — an estimated $81.5K sold.

Wallace Advisory Group first reported a position in IQ in Q1 2023 and held it in 2 quarters. The position peaked at $81.5K in Q2 2023. 212 funds tracked by Wall St. Rank hold IQ as of Q3 2023.

Wallace Advisory Group reported no remaining iQIYI position as of Q3 2023 after selling out during the quarter.
Wallace Advisory Group sold 11,196 iQIYI shares in Q3 2023, an estimated $81.5K.
Wallace Advisory Group first reported a position in iQIYI in Q1 2023 and held it in 2 quarters.
Wallace Advisory Group's iQIYI position peaked at $81.5K in Q2 2023.
212 funds tracked by Wall St. Rank held iQIYI as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.