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Wilbanks Smith & Thomas Asset Management’s iQIYI IQ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-350
Closed -$9K – 825
2018
Q3 		$9K Buy
+350
New +$10.4K ﹤0.01% 1071

Other funds holding IQ

HIM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IQ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iQIYI (IQ) in Q4 2018, closing a stake of 350 shares — an estimated $9K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IQ in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 212 funds tracked by Wall St. Rank hold IQ as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iQIYI position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 350 iQIYI shares in Q4 2018, an estimated $9K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iQIYI in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iQIYI position peaked at $9K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held iQIYI as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.