Lucia Wealth Services’s IQVIA IQV Stock Holding History

Lucia Wealth Services’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 Q3	$1.39M	Buy	8,807 +1,860	+27%	+$291K	0.33%	57
2020 Q2	$986K	Sell	6,947 -958	-12%	-$130K	0.26%	65
2020 Q1	$853K	Sell	7,905 -144	-2%	-$20.6K	0.28%	62
2019 Q4	$1.24M	Buy	8,049 +329	+4%	+$48K	0.38%	57
2019 Q3	$1.15M	Sell	7,720 -978	-11%	-$152K	0.38%	52
2019 Q2	$1.4M	Buy	8,698 +1,677	+24%	+$235K	0.48%	42
2019 Q1	$1.01M	Buy	+7,021	New	+$936K	0.35%	64
2018 Q4	–	Sell	-1,792	Closed	-$232K	–	197
2018 Q3	$232K	Sell	1,792 -456	-20%	-$54.8K	0.07%	136
2018 Q2	$224K	Sell	2,248 -16,608	-88%	-$1.66M	0.1%	124
2018 Q1	$1.85M	Buy	18,856 +5,670	+43%	+$573K	0.6%	62
2017 Q4	$1.29M	Buy	+13,186	New	+$1.34M	0.57%	47

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

FCM

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

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

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

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Lucia Wealth Services's IQV Position: Q3 2020 in Review

Lucia Wealth Services increased its IQVIA (IQV) stake by 27% in Q3 2020, buying an estimated $291K and bringing the position to 8,807 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #57.

Lucia Wealth Services first reported a position in IQV in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2018. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

Lucia Wealth Services held 8,807 shares of IQVIA worth $1.39M as of Q3 2020.
Lucia Wealth Services bought 1,860 IQVIA shares in Q3 2020, an estimated $291K.
IQVIA made up 0.33% of Lucia Wealth Services's portfolio in Q3 2020, its #57 holding.
Lucia Wealth Services first reported a position in IQVIA in Q4 2017 and has held it in 11 quarters since.
Lucia Wealth Services's IQVIA position peaked at $1.85M in Q1 2018.
698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.