Lowe Wealth Advisors’s IQVIA IQV Stock Holding History

Lowe Wealth 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
2020 Q2	–	Sell	-25	Closed	-$3K	–	286
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	212
2019 Q4	$4K	Hold	25	–	–	﹤0.01%	209
2019 Q3	$4K	Hold	25	–	–	﹤0.01%	206
2019 Q2	$4K	Hold	25	–	–	﹤0.01%	215
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	198
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	191
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	232
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	201
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	207
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	218
2017 Q3	$2K	Buy	+25	New	+$2.32K	﹤0.01%	210

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Wealth Advisors's IQV Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of IQVIA (IQV) in Q2 2020, closing a stake of 25 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in IQV in Q3 2017 and held it in 11 quarters. The position peaked at $4K in Q4 2019. 679 funds tracked by Wall St. Rank hold IQV as of Q2 2020.

Lowe Wealth Advisors reported no remaining IQVIA position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 25 IQVIA shares in Q2 2020, an estimated $3K.
Lowe Wealth Advisors first reported a position in IQVIA in Q3 2017 and held it in 11 quarters.
Lowe Wealth Advisors's IQVIA position peaked at $4K in Q4 2019.
679 funds tracked by Wall St. Rank held IQVIA as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.