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Sugarloaf Wealth Management’s IQVIA IQV Stock Holding History

Sugarloaf 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
2020
Q1 		– Sell
-126
Closed -$19K – 713
2019
Q4 		$19K Buy
+126
New +$18.4K 0.01% 375

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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

Sugarloaf Wealth Management's IQV Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of IQVIA (IQV) in Q1 2020, closing a stake of 126 shares — an estimated $19K sold.

Sugarloaf Wealth Management first reported a position in IQV in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 660 funds tracked by Wall St. Rank hold IQV as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining IQVIA position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 126 IQVIA shares in Q1 2020, an estimated $19K.
  • Sugarloaf Wealth Management first reported a position in IQVIA in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's IQVIA position peaked at $19K in Q4 2019.
  • 660 funds tracked by Wall St. Rank held IQVIA as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.