Lenox Wealth Management’s IQVIA IQV Stock Holding History

Lenox 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 Q4	–	Sell	-344	Closed	-$51K	–	728
2019 Q3	$51K	Buy	+344	New	+$53.5K	0.01%	267

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Lenox Wealth Management's IQV Position: Q4 2019 in Review

Lenox Wealth Management sold out of IQVIA (IQV) in Q4 2019, closing a stake of 344 shares — an estimated $51K sold.

Lenox Wealth Management first reported a position in IQV in Q3 2019 and held it in 1 quarter. The position peaked at $51K in Q3 2019. 687 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

Lenox Wealth Management reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 344 IQVIA shares in Q4 2019, an estimated $51K.
Lenox Wealth Management first reported a position in IQVIA in Q3 2019 and held it in 1 quarter.
Lenox Wealth Management's IQVIA position peaked at $51K in Q3 2019.
687 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.