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Wealthcare Advisory Partners’s iQIYI IQ Stock Holding History

Wealthcare Advisory Partners’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
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

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthcare Advisory Partners's IQ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iQIYI (IQ) in Q2 2021, closing a stake of 225 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in IQ in Q3 2018 and held it in 8 quarters. The position peaked at $76K in Q3 2018. 237 funds tracked by Wall St. Rank hold IQ as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iQIYI position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 225 iQIYI shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in iQIYI in Q3 2018 and held it in 8 quarters.
  • Wealthcare Advisory Partners's iQIYI position peaked at $76K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held iQIYI as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.