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WealthTrust-Arizona’s IQVIA IQV Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$16K Sell
136
-4
-3% -$485 0.01% 309
2018
Q3 		$18K Buy
140
+7
+5% +$841 0.01% 305
2018
Q2 		$13K Sell
133
-13
-9% -$1.3K 0.01% 349
2018
Q1 		$14K Hold
146
– – 0.01% 346
2017
Q4 		$14K Sell
146
-6
-4% -$611 0.01% 350
2017
Q3 		$14K Hold
152
– – 0.01% 339
2017
Q2 		$14K Sell
152
-15
-9% -$1.27K 0.01% 321
2017
Q1 		$13K Hold
167
– – 0.01% 332
2016
Q4 		$13K Buy
+167
New +$12.8K 0.01% 328

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrust-Arizona's IQV Position: Q4 2018 in Review

WealthTrust-Arizona reduced its IQVIA (IQV) stake by 2.9% in Q4 2018, selling an estimated $485 and leaving 136 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #309.

WealthTrust-Arizona first reported a position in IQV in Q4 2016 and has held it in 9 quarters since. The position peaked at $18K in Q3 2018. 584 funds tracked by Wall St. Rank hold IQV as of Q4 2018.

  • WealthTrust-Arizona held 136 shares of IQVIA worth $16K as of Q4 2018.
  • WealthTrust-Arizona sold 4 IQVIA shares in Q4 2018, an estimated $485.
  • IQVIA made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #309 holding.
  • WealthTrust-Arizona first reported a position in IQVIA in Q4 2016 and has held it in 9 quarters since.
  • WealthTrust-Arizona's IQVIA position peaked at $18K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held IQVIA as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.