Regent Peak Wealth Advisors’s IQVIA IQV Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-81	Closed	-$15K	–	550
2020 Q4	$15K	Buy	+81	New	+$13.6K	0.01%	500

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's IQV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of IQVIA (IQV) in Q1 2021, closing a stake of 81 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in IQV in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 774 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 81 IQVIA shares in Q1 2021, an estimated $15K.
Regent Peak Wealth Advisors first reported a position in IQVIA in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's IQVIA position peaked at $15K in Q4 2020.
774 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.