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Capital Investment Advisory Services’s IQVIA IQV Stock Holding History

Capital Investment 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
2019
Q4 		– Sell
-219
Closed -$33K – 907
2019
Q3 		$33K Hold
219
– – 0.01% 662
2019
Q2 		$34K Buy
219
+69
+46% +$9.68K 0.01% 638
2019
Q1 		$22K Hold
150
– – 0.01% 658
2018
Q4 		$17K Buy
+150
New +$18.2K 0.01% 674

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Capital Investment Advisory Services's IQV Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of IQVIA (IQV) in Q4 2019, closing a stake of 219 shares — an estimated $33K sold.

Capital Investment Advisory Services first reported a position in IQV in Q4 2018 and held it in 4 quarters. The position peaked at $34K in Q2 2019. 687 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 219 IQVIA shares in Q4 2019, an estimated $33K.
  • Capital Investment Advisory Services first reported a position in IQVIA in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's IQVIA position peaked at $34K in Q2 2019.
  • 687 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.