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Omnia Family Wealth’s IQVIA IQV Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-22
Closed -$3K – 304
2019
Q1 		$3K Hold
22
– – ﹤0.01% 394
2018
Q4 		$3K Buy
+22
New +$2.67K ﹤0.01% 339
2017
Q3 		– Sell
-43
Closed -$4K – 649
2017
Q2 		$4K Hold
43
– – ﹤0.01% 459
2017
Q1 		$3K Sell
43
-16
-27% -$1.25K ﹤0.01% 509
2016
Q4 		$4K Buy
+59
New +$4.52K ﹤0.01% 443

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Omnia Family Wealth's IQV Position: Q2 2019 in Review

Omnia Family Wealth sold out of IQVIA (IQV) in Q2 2019, closing a stake of 22 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in IQV in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q2 2017. 652 funds tracked by Wall St. Rank hold IQV as of Q2 2019.

  • Omnia Family Wealth reported no remaining IQVIA position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 22 IQVIA shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in IQVIA in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's IQVIA position peaked at $4K in Q2 2017.
  • 652 funds tracked by Wall St. Rank held IQVIA as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.