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JOYN Advisors’s IQVIA IQV Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-427
Closed -$50K – 724
2018
Q4 		$50K Buy
427
+44
+11% +$5.33K 0.01% 339
2018
Q3 		$50K Buy
383
+35
+10% +$4.2K 0.01% 390
2018
Q2 		$35K Buy
348
+297
+582% +$29.7K 0.01% 493
2018
Q1 		$5K Buy
+51
New +$5.16K ﹤0.01% 862

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

JOYN Advisors's IQV Position: Q1 2019 in Review

JOYN Advisors sold out of IQVIA (IQV) in Q1 2019, closing a stake of 427 shares — an estimated $50K sold.

JOYN Advisors first reported a position in IQV in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q4 2018. 644 funds tracked by Wall St. Rank hold IQV as of Q1 2019.

  • JOYN Advisors reported no remaining IQVIA position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 427 IQVIA shares in Q1 2019, an estimated $50K.
  • JOYN Advisors first reported a position in IQVIA in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's IQVIA position peaked at $50K in Q4 2018.
  • 644 funds tracked by Wall St. Rank held IQVIA as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.