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First Capital Advisors Group’s IQVIA IQV Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$20K Buy
+89
New +$17.9K 0.01% 421
2018
Q2 		– Sell
-359
Closed -$35K – 453
2018
Q1 		$35K Buy
+359
New +$36.3K 0.02% 324

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

First Capital Advisors Group's IQV Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in IQVIA (IQV) in Q2 2023: 89 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in IQV as recently as Q1 2018.

First Capital Advisors Group first reported a position in IQV in Q1 2018 and has held it in 2 quarters since. The position peaked at $35K in Q1 2018. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • First Capital Advisors Group held 89 shares of IQVIA worth $20K as of Q2 2023.
  • IQVIA was a new First Capital Advisors Group position in Q2 2023.
  • IQVIA made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #421 holding.
  • First Capital Advisors Group first reported a position in IQVIA in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's IQVIA position peaked at $35K in Q1 2018.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.