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First Personal Financial Services’s IQVIA IQV Stock Holding History

First Personal Financial Services’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
2019
Q4 		– Sell
-121
Closed -$18K – 558
2019
Q3 		$18K Buy
121
+9
+8% +$1.4K 0.01% 330
2019
Q2 		$18K Hold
112
– – 0.01% 419
2019
Q1 		$16K Buy
+112
New +$14.9K ﹤0.01% 435

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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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

First Personal Financial Services's IQV Position: Q4 2019 in Review

First Personal Financial Services sold out of IQVIA (IQV) in Q4 2019, closing a stake of 121 shares — an estimated $18K sold.

First Personal Financial Services first reported a position in IQV in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 687 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • First Personal Financial Services reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
  • First Personal Financial Services sold 121 IQVIA shares in Q4 2019, an estimated $18K.
  • First Personal Financial Services first reported a position in IQVIA in Q1 2019 and held it in 3 quarters.
  • First Personal Financial Services's IQVIA position peaked at $18K in Q3 2019.
  • 687 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.