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AmeriServ Wealth Advisors’s IQVIA IQV Stock Holding History

AmeriServ Wealth 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
2014
Q1 		– Sell
-3,100
Closed -$144K – 152
2013
Q4 		$144K Buy
+3,100
New +$136K 0.09% 180

Other funds holding IQV

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TGHSA
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3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AmeriServ Wealth Advisors's IQV Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of IQVIA (IQV) in Q1 2014, closing a stake of 3,100 shares — an estimated $144K sold.

AmeriServ Wealth Advisors first reported a position in IQV in Q4 2013 and held it in 1 quarter. The position peaked at $144K in Q4 2013. 178 funds tracked by Wall St. Rank hold IQV as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining IQVIA position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 3,100 IQVIA shares in Q1 2014, an estimated $144K.
  • AmeriServ Wealth Advisors first reported a position in IQVIA in Q4 2013 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's IQVIA position peaked at $144K in Q4 2013.
  • 178 funds tracked by Wall St. Rank held IQVIA as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.