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Angeles Investment Advisors’s IQVIA IQV Stock Holding History

Angeles Investment 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
Q1 		– Sell
-1,537
Closed -$434K – 162
2021
Q4 		$434K Sell
1,537
-281
-15% -$72.9K 0.02% 132
2021
Q3 		$435K Buy
1,818
+509
+39% +$128K 0.03% 120
2021
Q2 		$317K Hold
1,309
– – 0.02% 106
2021
Q1 		$253K Hold
1,309
– – 0.02% 99
2020
Q4 		$235K Hold
1,309
– – 0.02% 100
2020
Q3 		$206K Buy
+1,309
New +$205K 0.03% 100
2020
Q1 		– Sell
-2,944
Closed -$455K – 98
2019
Q4 		$455K Hold
2,944
– – 0.09% 56
2019
Q3 		$440K Buy
2,944
+1,311
+80% +$204K 0.1% 48
2019
Q2 		$263K Buy
+1,633
New +$229K 0.06% 56

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Angeles Investment Advisors's IQV Position: Q1 2022 in Review

Angeles Investment Advisors sold out of IQVIA (IQV) in Q1 2022, closing a stake of 1,537 shares — an estimated $434K sold.

Angeles Investment Advisors first reported a position in IQV in Q2 2019 and held it in 9 quarters. The position peaked at $455K in Q4 2019. 895 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Angeles Investment Advisors reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,537 IQVIA shares in Q1 2022, an estimated $434K.
  • Angeles Investment Advisors first reported a position in IQVIA in Q2 2019 and held it in 9 quarters.
  • Angeles Investment Advisors's IQVIA position peaked at $455K in Q4 2019.
  • 895 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.