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American Portfolios Advisors’s IQVIA IQV Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$125K Sell
691
-127
-16% -$27.8K 0.01% 1224
2022
Q2 		$177K Sell
818
-93
-10% -$20.2K 0.01% 1100
2022
Q1 		$211K Buy
911
+18
+2% +$4.26K 0.01% 1138
2021
Q4 		$252K Sell
893
-129
-13% -$33.5K 0.01% 1032
2021
Q3 		$245K Buy
1,022
+134
+15% +$33.8K 0.01% 1023
2021
Q2 		$215K Buy
888
+38
+4% +$8.77K 0.01% 1071
2021
Q1 		$164K Hold
850
– – 0.01% 1108
2020
Q4 		$152K Sell
850
-110
-11% -$18.5K 0.01% 990
2020
Q3 		$151K Sell
960
-5
-0.5% -$784 0.01% 913
2020
Q2 		$137K Buy
965
+31
+3% +$4.2K 0.01% 877
2020
Q1 		$101K Buy
934
+134
+17% +$19.1K 0.01% 891
2019
Q4 		$124K Buy
800
+150
+23% +$21.9K 0.01% 947
2019
Q3 		$97.1K Buy
650
+71
+12% +$11K 0.01% 1013
2019
Q2 		$93.2K Buy
579
+62
+12% +$8.7K 0.01% 1014
2019
Q1 		$74.4K Buy
517
+238
+85% +$31.7K 0.01% 1016
2018
Q4 		$32.4K Sell
279
-77
-22% -$9.33K ﹤0.01% 1194
2018
Q3 		$46.2K Hold
356
– – 0.01% 1145
2018
Q2 		$35.5K Hold
356
– – ﹤0.01% 1211
2018
Q1 		$34.9K Buy
356
+230
+183% +$23.2K 0.01% 1179
2017
Q4 		$12.3K Buy
+126
New +$12.8K ﹤0.01% 1504

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Portfolios Advisors's IQV Position: Q3 2022 in Review

American Portfolios Advisors reduced its IQVIA (IQV) stake by 16% in Q3 2022, selling an estimated $27.8K and leaving 691 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #1224.

American Portfolios Advisors first reported a position in IQV in Q4 2017 and has held it in 20 quarters since. The position peaked at $252K in Q4 2021. 888 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • American Portfolios Advisors held 691 shares of IQVIA worth $125K as of Q3 2022.
  • American Portfolios Advisors sold 127 IQVIA shares in Q3 2022, an estimated $27.8K.
  • IQVIA made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1224 holding.
  • American Portfolios Advisors first reported a position in IQVIA in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's IQVIA position peaked at $252K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.