CSat Investment Advisory’s IQVIA IQV Stock Holding History

CSat Investment Advisory’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	$24K	Buy	125 +17	+16%	+$3.19K	0.02%	346
2020 Q4	$19K	Sell	108 -1,621	-94%	-$273K	0.02%	344
2020 Q3	$273K	Buy	1,729 +119	+7%	+$18.6K	0.02%	231
2020 Q2	$229K	Buy	1,610 +732	+83%	+$99.2K	0.03%	280
2020 Q1	$95K	Buy	878 +99	+13%	+$14.1K	0.02%	352
2019 Q4	$120K	Buy	779 +119	+18%	+$17.4K	0.03%	325
2019 Q3	$99K	Buy	660 +30	+5%	+$4.67K	0.03%	316
2019 Q2	$102K	Buy	630 +533	+549%	+$74.8K	0.04%	294
2019 Q1	$14K	Sell	97 -18	-16%	-$2.4K	0.01%	378
2018 Q4	$13K	Buy	115 +36	+46%	+$4.36K	0.01%	367
2018 Q3	$10K	Sell	79 -31	-28%	-$3.72K	0.01%	368
2018 Q2	$11K	Buy	+110	New	+$11K	0.01%	325

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's IQV Position: Q1 2021 in Review

CSat Investment Advisory increased its IQVIA (IQV) stake by 16% in Q1 2021, buying an estimated $3.19K and bringing the position to 125 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #346.

CSat Investment Advisory first reported a position in IQV in Q2 2018 and has held it in 12 quarters since. The position peaked at $273K in Q3 2020. 775 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

CSat Investment Advisory held 125 shares of IQVIA worth $24K as of Q1 2021.
CSat Investment Advisory bought 17 IQVIA shares in Q1 2021, an estimated $3.19K.
IQVIA made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #346 holding.
CSat Investment Advisory first reported a position in IQVIA in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's IQVIA position peaked at $273K in Q3 2020.
775 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.