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Sigma Planning Corp’s IQVIA IQV Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-2,981
Closed -$722K – 1437
2021
Q2 		$722K Buy
+2,981
New +$688K 0.02% 672
2020
Q2 		– Sell
-2,037
Closed -$220K – 1081
2020
Q1 		$220K Buy
2,037
+208
+11% +$29.7K 0.01% 751
2019
Q4 		$283K Sell
1,829
-61
-3% -$8.91K 0.01% 827
2019
Q3 		$282K Sell
1,890
-83
-4% -$12.9K 0.01% 792
2019
Q2 		$317K Sell
1,973
-2,123
-52% -$298K 0.02% 710
2019
Q1 		$589K Buy
+4,096
New +$546K 0.03% 471

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Sigma Planning Corp's IQV Position: Q3 2021 in Review

Sigma Planning Corp sold out of IQVIA (IQV) in Q3 2021, closing a stake of 2,981 shares — an estimated $722K sold.

Sigma Planning Corp first reported a position in IQV in Q1 2019 and held it in 6 quarters. The position peaked at $722K in Q2 2021. 860 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

  • Sigma Planning Corp reported no remaining IQVIA position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 2,981 IQVIA shares in Q3 2021, an estimated $722K.
  • Sigma Planning Corp first reported a position in IQVIA in Q1 2019 and held it in 6 quarters.
  • Sigma Planning Corp's IQVIA position peaked at $722K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.