EWM
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EPG Wealth Management’s IQVIA IQV Stock Holding History

EPG 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
2020
Q2 		– Sell
-717
Closed -$77K – 447
2020
Q1 		$77K Buy
717
+332
+86% +$47.4K 0.06% 215
2019
Q4 		$59K Buy
+385
New +$56.2K 0.04% 216

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's IQV Position: Q2 2020 in Review

EPG Wealth Management sold out of IQVIA (IQV) in Q2 2020, closing a stake of 717 shares — an estimated $77K sold.

EPG Wealth Management first reported a position in IQV in Q4 2019 and held it in 2 quarters. The position peaked at $77K in Q1 2020. 679 funds tracked by Wall St. Rank hold IQV as of Q2 2020.

  • EPG Wealth Management reported no remaining IQVIA position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 717 IQVIA shares in Q2 2020, an estimated $77K.
  • EPG Wealth Management first reported a position in IQVIA in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's IQVIA position peaked at $77K in Q1 2020.
  • 679 funds tracked by Wall St. Rank held IQVIA as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.