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Wealthspire Advisors (Maryland)’s iQIYI IQ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,000
Closed -$24K – 1207
2019
Q1 		$24K Hold
1,000
– – ﹤0.01% 1200
2018
Q4 		$15K Hold
1,000
– – ﹤0.01% 1319
2018
Q3 		$27K Hold
1,000
– – ﹤0.01% 1187
2018
Q2 		$32K Buy
+1,000
New +$24.3K ﹤0.01% 1124

Other funds holding IQ

HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IQ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iQIYI (IQ) in Q2 2019, closing a stake of 1,000 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in IQ in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q2 2018. 238 funds tracked by Wall St. Rank hold IQ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iQIYI position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 iQIYI shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in iQIYI in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s iQIYI position peaked at $32K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held iQIYI as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.