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Pathway Financial Advisors’s IQVIA IQV Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-93
Closed -$9K – 229
2018
Q2 		$9K Hold
93
– – 0.01% 372
2018
Q1 		$9K Hold
93
– – 0.01% 386
2017
Q4 		$9K Buy
+93
New +$9.47K 0.01% 393

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Pathway Financial Advisors's IQV Position: Q3 2018 in Review

Pathway Financial Advisors sold out of IQVIA (IQV) in Q3 2018, closing a stake of 93 shares — an estimated $9K sold.

Pathway Financial Advisors first reported a position in IQV in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 566 funds tracked by Wall St. Rank hold IQV as of Q3 2018.

  • Pathway Financial Advisors reported no remaining IQVIA position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 93 IQVIA shares in Q3 2018, an estimated $9K.
  • Pathway Financial Advisors first reported a position in IQVIA in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's IQVIA position peaked at $9K in Q2 2018.
  • 566 funds tracked by Wall St. Rank held IQVIA as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.