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Realta Investment Advisors’s IQVIA IQV Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-25
Closed -$4K – 840
2019
Q4 		$4K Hold
25
– – ﹤0.01% 1393
2019
Q3 		$4K Sell
25
-35
-58% -$5.45K ﹤0.01% 1385
2019
Q2 		$10K Hold
60
– – ﹤0.01% 1140
2019
Q1 		$9K Buy
+60
New +$8K ﹤0.01% 930

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Realta Investment Advisors's IQV Position: Q1 2020 in Review

Realta Investment Advisors sold out of IQVIA (IQV) in Q1 2020, closing a stake of 25 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in IQV in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 660 funds tracked by Wall St. Rank hold IQV as of Q1 2020.

  • Realta Investment Advisors reported no remaining IQVIA position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 25 IQVIA shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in IQVIA in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's IQVIA position peaked at $10K in Q2 2019.
  • 660 funds tracked by Wall St. Rank held IQVIA as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.