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Lake Point Wealth Management’s IQVIA IQV Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-86
Closed -$10K – 764
2018
Q4 		$10K Buy
+86
New +$10.4K ﹤0.01% 457

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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

Lake Point Wealth Management's IQV Position: Q1 2019 in Review

Lake Point Wealth Management sold out of IQVIA (IQV) in Q1 2019, closing a stake of 86 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in IQV in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 644 funds tracked by Wall St. Rank hold IQV as of Q1 2019.

  • Lake Point Wealth Management reported no remaining IQVIA position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 86 IQVIA shares in Q1 2019, an estimated $10K.
  • Lake Point Wealth Management first reported a position in IQVIA in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's IQVIA position peaked at $10K in Q4 2018.
  • 644 funds tracked by Wall St. Rank held IQVIA as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.