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Wealthspire Advisors (Maryland)’s IQVIA IQV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-1,790
Closed -$254K – 520
2020
Q2 		$254K Sell
1,790
-171
-9% -$23.2K 0.02% 369
2020
Q1 		$212K Sell
1,961
-555
-22% -$79.3K 0.02% 373
2019
Q4 		$389K Sell
2,516
-32
-1% -$4.67K 0.03% 318
2019
Q3 		$381K Sell
2,548
-360
-12% -$56K 0.03% 302
2019
Q2 		$468K Sell
2,908
-124
-4% -$17.4K 0.04% 264
2019
Q1 		$436K Sell
3,032
-302
-9% -$40.3K 0.03% 277
2018
Q4 		$387K Sell
3,334
-461
-12% -$55.8K 0.03% 270
2018
Q3 		$492K Sell
3,795
-1,076
-22% -$129K 0.04% 249
2018
Q2 		$486K Buy
4,871
+227
+5% +$22.7K 0.04% 244
2018
Q1 		$456K Buy
4,644
+26
+0.6% +$2.63K 0.04% 258
2017
Q4 		$452K Sell
4,618
-934
-17% -$95.1K 0.04% 280
2017
Q3 		$528K Sell
5,552
-409
-7% -$37.9K 0.06% 229
2017
Q2 		$534K Sell
5,961
-1,390
-19% -$117K 0.06% 215
2017
Q1 		$592K Sell
7,351
-209
-3% -$16.3K 0.08% 156
2016
Q4 		$575K Buy
7,560
+5,735
+314% +$440K 0.09% 151
2016
Q3 		$148K Buy
1,825
+1,820
+36,400% +$138K 0.02% 474
2016
Q2 		$0 Sell
5
-2,481
-100% -$166K ﹤0.01% 1749
2016
Q1 		$162K Buy
+2,486
New +$157K 0.03% 410

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IQV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of IQVIA (IQV) in Q3 2020, closing a stake of 1,790 shares — an estimated $254K sold.

Wealthspire Advisors (Maryland) first reported a position in IQV in Q1 2016 and held it in 18 quarters. The position peaked at $592K in Q1 2017. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining IQVIA position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,790 IQVIA shares in Q3 2020, an estimated $254K.
  • Wealthspire Advisors (Maryland) first reported a position in IQVIA in Q1 2016 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s IQVIA position peaked at $592K in Q1 2017.
  • 698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.