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Brandywine Oak Private Wealth’s IQVIA IQV Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-100
Closed -$11K – 410
2018
Q4 		$11K Buy
+100
New +$12.1K ﹤0.01% 499

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
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

Brandywine Oak Private Wealth's IQV Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of IQVIA (IQV) in Q1 2019, closing a stake of 100 shares — an estimated $11K sold.

Brandywine Oak Private Wealth first reported a position in IQV in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 644 funds tracked by Wall St. Rank hold IQV as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining IQVIA position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 100 IQVIA shares in Q1 2019, an estimated $11K.
  • Brandywine Oak Private Wealth first reported a position in IQVIA in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's IQVIA position peaked at $11K in Q4 2018.
  • 644 funds tracked by Wall St. Rank held IQVIA as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.