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SeaCrest Wealth Management’s IQVIA IQV Stock Holding History

SeaCrest 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
-144
Closed -$21K – 1162
2019
Q1 		$21K Sell
144
-19
-12% -$2.53K ﹤0.01% 1264
2018
Q4 		$19K Sell
163
-430
-73% -$52.1K ﹤0.01% 1254
2018
Q3 		$77K Buy
593
+230
+63% +$27.6K 0.01% 850
2018
Q2 		$36K Hold
363
– – 0.01% 1117
2018
Q1 		$36K Hold
363
– – 0.01% 1089
2017
Q4 		$36K Buy
+363
New +$37K 0.01% 1098

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
State Street
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
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
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of IQVIA (IQV) in Q2 2019, closing a stake of 144 shares — an estimated $21K sold.

SeaCrest Wealth Management first reported a position in IQV in Q4 2017 and held it in 6 quarters. The position peaked at $77K in Q3 2018. 652 funds tracked by Wall St. Rank hold IQV as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining IQVIA position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 144 IQVIA shares in Q2 2019, an estimated $21K.
  • SeaCrest Wealth Management first reported a position in IQVIA in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's IQVIA position peaked at $77K in Q3 2018.
  • 652 funds tracked by Wall St. Rank held IQVIA as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.