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Alera Investment Advisors’s IQVIA IQV Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-73
Closed -$11K – 526
2019
Q1 		$11K Buy
73
+21
+40% +$2.8K 0.01% 447
2018
Q4 		$6K Buy
+52
New +$6.3K ﹤0.01% 556

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alera Investment Advisors's IQV Position: Q2 2019 in Review

Alera Investment Advisors sold out of IQVIA (IQV) in Q2 2019, closing a stake of 73 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in IQV in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 652 funds tracked by Wall St. Rank hold IQV as of Q2 2019.

  • Alera Investment Advisors reported no remaining IQVIA position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 73 IQVIA shares in Q2 2019, an estimated $11K.
  • Alera Investment Advisors first reported a position in IQVIA in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's IQVIA position peaked at $11K in Q1 2019.
  • 652 funds tracked by Wall St. Rank held IQVIA as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.