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Advanced Portfolio Management’s IQVIA IQV Stock Holding History

Advanced Portfolio 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
2023
Q4 		– Sell
-2,032
Closed -$400K – 91
2023
Q3 		$400K Sell
2,032
-2,035
-50% -$442K 0.34% 66
2023
Q2 		$914K Buy
+4,067
New +$817K 0.83% 31

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Advanced Portfolio Management's IQV Position: Q4 2023 in Review

Advanced Portfolio Management sold out of IQVIA (IQV) in Q4 2023, closing a stake of 2,032 shares — an estimated $400K sold.

Advanced Portfolio Management first reported a position in IQV in Q2 2023 and held it in 2 quarters. The position peaked at $914K in Q2 2023. 956 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Advanced Portfolio Management reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 2,032 IQVIA shares in Q4 2023, an estimated $400K.
  • Advanced Portfolio Management first reported a position in IQVIA in Q2 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's IQVIA position peaked at $914K in Q2 2023.
  • 956 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.