CWM
IQV icon

Cornerstone Wealth Management’s IQVIA IQV Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-17,477
Closed -$176K – 1409
2018
Q2 		$176K Buy
+17,477
New +$1.75M ﹤0.01% 1362

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Cornerstone Wealth Management's IQV Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of IQVIA (IQV) in Q3 2018, closing a stake of 17,477 shares — an estimated $176K sold.

Cornerstone Wealth Management first reported a position in IQV in Q2 2018 and held it in 1 quarter. The position peaked at $176K in Q2 2018. 566 funds tracked by Wall St. Rank hold IQV as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining IQVIA position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,477 IQVIA shares in Q3 2018, an estimated $176K.
  • Cornerstone Wealth Management first reported a position in IQVIA in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's IQVIA position peaked at $176K in Q2 2018.
  • 566 funds tracked by Wall St. Rank held IQVIA as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.