MWM
IQV icon

MinichMacGregor Wealth Management’s IQVIA IQV Stock Holding History

MinichMacGregor 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
2017
Q2 		– Sell
-149
Closed -$11K – 493
2017
Q1 		$11K Sell
149
-39
-21% -$3.04K 0.01% 260
2016
Q4 		$14K Buy
+188
New +$14.4K 0.01% 216
2016
Q3 		– Sell
-189
Closed -$12K – 469
2016
Q2 		$12K Buy
189
+26
+16% +$1.74K 0.01% 232
2016
Q1 		$10K Sell
163
-32
-16% -$2.02K 0.01% 254
2015
Q4 		$13K Buy
+195
New +$13.3K 0.01% 205

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return