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Safeguard Investment Advisory Group’s IQVIA IQV Stock Holding History

Safeguard Investment Advisory Group’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
-192
Closed -$34K – 378
2020
Q4 		$34K Buy
+192
New +$32.4K 0.03% 240

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's IQV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of IQVIA (IQV) in Q1 2021, closing a stake of 192 shares — an estimated $34K sold.

Safeguard Investment Advisory Group first reported a position in IQV in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 775 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 192 IQVIA shares in Q1 2021, an estimated $34K.
  • Safeguard Investment Advisory Group first reported a position in IQVIA in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's IQVIA position peaked at $34K in Q4 2020.
  • 775 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.