Number of Shares
33,995.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
4.13%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
23.77%

vontobel swiss wealth advisors AG's IQVIA Holdings Inc Holding Summary

As of 2021-06-30, vontobel swiss wealth advisors AG held 33,995.00 shares of IQVIA Holdings Inc(IQV), totaling $8.04 Mil. This investment constitutes 4.13% of their stock portfolio, and vontobel swiss wealth advisors AG now holds 0.02% of the outstanding IQVIA Holdings Inc(IQV) stock.

The initial trade took place in 2018Q4. And since then vontobel swiss wealth advisors AG has made 6 purchases of IQV, at an average price of $131.51, for a total of 42,292.00 shares. In addition, there have been 5 sales at an average price of $171.52 for 8,297.00 shares. Based on historical transaction data and IQV's current price of $160.63, vontobel swiss wealth advisors AG's estimated gain on his IQV holdings is $1.32 Mil, reflecting a 23.77% gain to date.

vontobel swiss wealth advisors AG IQV ($160.63) Holding Chart

vontobel swiss wealth advisors AG IQV ($160.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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