PRW Wealth Management’s IQVIA IQV Stock Holding History

PRW 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
2019 Q2	–	Sell	-3	Closed	–	–	357
2019 Q1	$0	Hold	3	–	–	﹤0.01%	736
2018 Q4	$0	Buy	+3	New	+$363	﹤0.01%	719

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

TGHSA

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

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

PRW Wealth Management's IQV Position: Q2 2019 in Review

PRW Wealth Management sold out of IQVIA (IQV) in Q2 2019, closing a stake of 3 shares.

PRW Wealth Management first reported a position in IQV in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 652 funds tracked by Wall St. Rank hold IQV as of Q2 2019.

PRW Wealth Management reported no remaining IQVIA position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 3 IQVIA shares in Q2 2019.
PRW Wealth Management first reported a position in IQVIA in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's IQVIA position peaked at $0 in Q1 2019.
652 funds tracked by Wall St. Rank held IQVIA as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.