WR Wealth Planners’s iQIYI IQ Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-33	Closed	-$240	–	936
2023 Q1	$240	Buy	+33	New	+$226	﹤0.01%	885
2022 Q3	–	Sell	-100	Closed	-$420	–	539
2022 Q2	$420	Hold	100	–	–	﹤0.01%	481
2022 Q1	$454	Buy	+100	New	+$417	﹤0.01%	480

Other funds holding IQ

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

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

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

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

KFA

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WR Wealth Planners's IQ Position: Q2 2023 in Review

WR Wealth Planners sold out of iQIYI (IQ) in Q2 2023, closing a stake of 33 shares — an estimated $240 sold.

WR Wealth Planners first reported a position in IQ in Q1 2022 and held it in 3 quarters. The position peaked at $454 in Q1 2022. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2023.

WR Wealth Planners reported no remaining iQIYI position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 33 iQIYI shares in Q2 2023, an estimated $240.
WR Wealth Planners first reported a position in iQIYI in Q1 2022 and held it in 3 quarters.
WR Wealth Planners's iQIYI position peaked at $454 in Q1 2022.
219 funds tracked by Wall St. Rank held iQIYI as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.