Fortem Financial Group’s IQVIA IQV Stock Holding History

Fortem Financial 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
2021 Q1	–	Sell	-28	Closed	-$5K	–	299
2020 Q4	$5K	Buy	+28	New	+$4.72K	﹤0.01%	401

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortem Financial Group's IQV Position: Q1 2021 in Review

Fortem Financial Group sold out of IQVIA (IQV) in Q1 2021, closing a stake of 28 shares — an estimated $5K sold.

Fortem Financial Group first reported a position in IQV in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 774 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

Fortem Financial Group reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 28 IQVIA shares in Q1 2021, an estimated $5K.
Fortem Financial Group first reported a position in IQVIA in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's IQVIA position peaked at $5K in Q4 2020.
774 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.