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Willingdon Wealth Management’s IQVIA IQV Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-5
Closed -$1K – 459
2019
Q3 		$1K Buy
+5
New +$778 ﹤0.01% 428

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TGHSA
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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Willingdon Wealth Management's IQV Position: Q4 2019 in Review

Willingdon Wealth Management sold out of IQVIA (IQV) in Q4 2019, closing a stake of 5 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in IQV in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 687 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • Willingdon Wealth Management reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 5 IQVIA shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in IQVIA in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's IQVIA position peaked at $1K in Q3 2019.
  • 687 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.