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Capital Asset Advisory Services’s IQVIA IQV Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-326
Closed -$58K – 1072
2020
Q4 		$58K Buy
+326
New +$54.9K 0.01% 578

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LP
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Capital Asset Advisory Services's IQV Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of IQVIA (IQV) in Q1 2021, closing a stake of 326 shares — an estimated $58K sold.

Capital Asset Advisory Services first reported a position in IQV in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 774 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 326 IQVIA shares in Q1 2021, an estimated $58K.
  • Capital Asset Advisory Services first reported a position in IQVIA in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's IQVIA position peaked at $58K in Q4 2020.
  • 774 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.