GWAG
IQV icon

Garrett Wealth Advisory Group’s IQVIA IQV Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-12
Closed -$1.79K – 337
2019
Q3 		$1.79K Buy
+12
New +$1.87K ﹤0.01% 589

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
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

Garrett Wealth Advisory Group's IQV Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of IQVIA (IQV) in Q4 2019, closing a stake of 12 shares — an estimated $1.79K sold.

Garrett Wealth Advisory Group first reported a position in IQV in Q3 2019 and held it in 1 quarter. The position peaked at $1.79K in Q3 2019. 687 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 12 IQVIA shares in Q4 2019, an estimated $1.79K.
  • Garrett Wealth Advisory Group first reported a position in IQVIA in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's IQVIA position peaked at $1.79K in Q3 2019.
  • 687 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.