KJWM
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Kiley Juergens Wealth Management’s IQVIA IQV Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-150
Closed -$19K – 333
2018
Q3 		$19K Hold
150
– – 0.01% 367
2018
Q2 		$14K Buy
+150
New +$15K 0.01% 391
2018
Q1 		– Sell
-150
Closed -$14K – 331
2017
Q4 		$14K Buy
+150
New +$15.3K 0.01% 413

Other funds holding IQV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiley Juergens Wealth Management's IQV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of IQVIA (IQV) in Q4 2018, closing a stake of 150 shares — an estimated $19K sold.

Kiley Juergens Wealth Management first reported a position in IQV in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 584 funds tracked by Wall St. Rank hold IQV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining IQVIA position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 150 IQVIA shares in Q4 2018, an estimated $19K.
  • Kiley Juergens Wealth Management first reported a position in IQVIA in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's IQVIA position peaked at $19K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held IQVIA as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.