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Wilbanks Smith & Thomas Asset Management’s IQVIA IQV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-327
Closed -$42K – 826
2018
Q3 		$42K Buy
+327
New +$39.3K ﹤0.01% 721
2016
Q3 		– Sell
-3,636
Closed -$238K – 298
2016
Q2 		$238K Buy
+3,636
New +$244K 0.02% 256

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

Wilbanks Smith & Thomas Asset Management's IQV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of IQVIA (IQV) in Q4 2018, closing a stake of 327 shares — an estimated $42K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IQV in Q2 2016 and held it in 2 quarters. The position peaked at $238K in Q2 2016. 584 funds tracked by Wall St. Rank hold IQV as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining IQVIA position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 327 IQVIA shares in Q4 2018, an estimated $42K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in IQVIA in Q2 2016 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's IQVIA position peaked at $238K in Q2 2016.
  • 584 funds tracked by Wall St. Rank held IQVIA as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.