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Gupta Wealth Management’s IQVIA IQV Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$2K Hold
35
– – ﹤0.01% 1064
2015
Q4 		$2K Hold
35
– – ﹤0.01% 1123
2015
Q3 		$2K Hold
35
– – ﹤0.01% 1140
2015
Q2 		$3K Buy
+35
New +$2.4K ﹤0.01% 1089

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gupta Wealth Management's IQV Position: Q1 2016 in Review

Gupta Wealth Management held its IQVIA (IQV) position steady in Q1 2016 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Gupta Wealth Management first reported a position in IQV in Q2 2015 and has held it in 4 quarters since. The position peaked at $3K in Q2 2015. 344 funds tracked by Wall St. Rank hold IQV as of Q1 2016.

  • Gupta Wealth Management held 35 shares of IQVIA worth $2K as of Q1 2016.
  • Gupta Wealth Management left its IQVIA share count unchanged in Q1 2016.
  • IQVIA made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1064 holding.
  • Gupta Wealth Management first reported a position in IQVIA in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's IQVIA position peaked at $3K in Q2 2015.
  • 344 funds tracked by Wall St. Rank held IQVIA as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.