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WAP
Wealthcare Advisory Partners’s
iQIYI
IQ
Stock Holding History
Wealthcare Advisory Partners’s Portfolio
IQ Stock Details
IQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-225
Closed
-$4K
–
1194
2021
Q1
$4K
Buy
+225
New
+$5.2K
﹤0.01%
1708
2020
Q2
–
Sell
-2,525
Closed
-$45K
–
850
2020
Q1
$45K
Sell
2,525
-500
-17%
-$11.2K
0.01%
528
2019
Q4
$64K
Buy
3,025
+225
+8%
+$4.14K
0.01%
494
2019
Q3
$45K
Buy
2,800
+500
+22%
+$9.18K
0.01%
557
2019
Q2
$47K
Hold
2,300
–
–
0.01%
517
2019
Q1
$55K
Hold
2,300
–
–
0.01%
440
2018
Q4
$34K
Sell
2,300
-500
-18%
-$10.4K
0.01%
515
2018
Q3
$76K
Buy
+2,800
New
+$83.4K
0.01%
382
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1-Year Est. Return
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31.28%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Susquehanna International Group
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$77.3B AUM
36.07%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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