AG
IQV icon

Advisor Group’s IQVIA IQV Stock Holding History

Advisor Group’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.18M Sell
20,583
-10,832
-34% -$1.58M 0.02% 591
2019
Q3 		$4.69M Sell
31,415
-4,934
-14% -$768K 0.03% 434
2019
Q2 		$5.85M Buy
36,349
+8,884
+32% +$1.25M 0.04% 343
2019
Q1 		$3.95M Buy
27,465
+2,918
+12% +$389K 0.03% 450
2018
Q4 		$2.85M Sell
24,547
-5,711
-19% -$692K 0.03% 491
2018
Q3 		$3.93M Buy
30,258
+5,163
+21% +$620K 0.04% 397
2018
Q2 		$2.51M Buy
25,095
+261
+1% +$26.1K 0.03% 462
2018
Q1 		$2.44M Buy
24,834
+1,155
+5% +$117K 0.03% 483
2017
Q4 		$2.32M Buy
23,679
+8,249
+53% +$840K 0.03% 507
2017
Q3 		$1.47M Buy
15,430
+3,842
+33% +$356K 0.02% 628
2017
Q2 		$1.04M Buy
11,588
+2,159
+23% +$182K 0.02% 737
2017
Q1 		$759K Buy
9,429
+8,317
+748% +$649K 0.02% 851
2016
Q4 		$85K Buy
1,112
+285
+34% +$21.9K ﹤0.01% 2189
2016
Q3 		$67K Sell
827
-435
-34% -$32.9K ﹤0.01% 2291
2016
Q2 		$81K Buy
+1,262
New +$84.6K ﹤0.01% 2074

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Advisor Group's IQV Position: Q4 2019 in Review

Advisor Group reduced its IQVIA (IQV) stake by 34% in Q4 2019, selling an estimated $1.58M and leaving 20,583 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #591.

Advisor Group first reported a position in IQV in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.85M in Q2 2019. 689 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • Advisor Group held 20,583 shares of IQVIA worth $3.18M as of Q4 2019.
  • Advisor Group sold 10,832 IQVIA shares in Q4 2019, an estimated $1.58M.
  • IQVIA made up 0.02% of Advisor Group's portfolio in Q4 2019, its #591 holding.
  • Advisor Group first reported a position in IQVIA in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's IQVIA position peaked at $5.85M in Q2 2019.
  • 689 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.