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Wealthcare Capital Management’s IQVIA IQV Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-39
Closed -$8K – 357
2021
Q1 		$8K Buy
+39
New +$7.32K ﹤0.01% 307
2020
Q1 		– Sell
-15
Closed -$2K – 451
2019
Q4 		$2K Buy
+15
New +$2.19K ﹤0.01% 483

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
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
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

Wealthcare Capital Management's IQV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of IQVIA (IQV) in Q2 2021, closing a stake of 39 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in IQV in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining IQVIA position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 39 IQVIA shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in IQVIA in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's IQVIA position peaked at $8K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

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