Wealthcare Advisory Partners’s IQVIA IQV Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-172	Closed	-$33K	–	1196
2021 Q1	$33K	Buy	+172	New	+$32.3K	﹤0.01%	1023
2019 Q2	–	Sell	-20	Closed	-$3K	–	1337
2019 Q1	$3K	Sell	20 -82	-80%	-$10.9K	﹤0.01%	1052
2018 Q4	$12K	Hold	102	–	–	﹤0.01%	750
2018 Q3	$13K	Buy	102 +20	+24%	+$2.4K	﹤0.01%	778
2018 Q2	$8K	Hold	82	–	–	﹤0.01%	892
2018 Q1	$8K	Hold	82	–	–	﹤0.01%	772
2017 Q4	$8K	Buy	+82	New	+$8.35K	﹤0.01%	715

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

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

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

Wealthcare Advisory Partners's IQV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of IQVIA (IQV) in Q2 2021, closing a stake of 172 shares — an estimated $33K sold.

Wealthcare Advisory Partners first reported a position in IQV in Q4 2017 and held it in 7 quarters. The position peaked at $33K in Q1 2021. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining IQVIA position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 172 IQVIA shares in Q2 2021, an estimated $33K.
Wealthcare Advisory Partners first reported a position in IQVIA in Q4 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's IQVIA position peaked at $33K in Q1 2021.
849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.