FinTrust Capital Advisors’s IQVIA IQV Stock Holding History

FinTrust Capital Advisors’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	-1,027	Closed	-$111K	–	1105
2020 Q1	$111K	Sell	1,027 -2,000	-66%	-$286K	0.05%	280
2019 Q4	$468K	Buy	3,027 +27	+0.9%	+$3.94K	0.19%	110
2019 Q3	$448K	Buy	+3,000	New	+$467K	0.15%	133
2019 Q2	–	Sell	-57	Closed	-$8K	–	1147
2019 Q1	$8K	Hold	57	–	–	﹤0.01%	829
2018 Q4	$7K	Buy	+57	New	+$6.91K	﹤0.01%	858

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

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

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

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

FinTrust Capital Advisors's IQV Position: Q2 2020 in Review

FinTrust Capital Advisors sold out of IQVIA (IQV) in Q2 2020, closing a stake of 1,027 shares — an estimated $111K sold.

FinTrust Capital Advisors first reported a position in IQV in Q4 2018 and held it in 5 quarters. The position peaked at $468K in Q4 2019. 679 funds tracked by Wall St. Rank hold IQV as of Q2 2020.

FinTrust Capital Advisors reported no remaining IQVIA position as of Q2 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 1,027 IQVIA shares in Q2 2020, an estimated $111K.
FinTrust Capital Advisors first reported a position in IQVIA in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's IQVIA position peaked at $468K in Q4 2019.
679 funds tracked by Wall St. Rank held IQVIA as of Q2 2020.

Based on FinTrust Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.