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Engrave Wealth Partners’s IQVIA IQV Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-19
Closed -$2K – 239
2020
Q2 		$2K Hold
19
– – ﹤0.01% 400
2020
Q1 		$2K Sell
19
-10
-34% -$1.43K ﹤0.01% 355
2019
Q4 		$4K Buy
+29
New +$4.23K ﹤0.01% 367

Other funds holding IQV

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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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Engrave Wealth Partners's IQV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of IQVIA (IQV) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in IQV in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining IQVIA position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 19 IQVIA shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in IQVIA in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's IQVIA position peaked at $4K in Q4 2019.
  • 698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.