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Atlas Private Wealth Advisors’s IQVIA IQV Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-52
Closed -$12K – 417
2021
Q3 		$12K Hold
52
– – 0.01% 441
2021
Q2 		$13K Hold
52
– – 0.01% 433
2021
Q1 		$10K Buy
+52
New +$9.76K 0.01% 501

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Atlas Private Wealth Advisors's IQV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of IQVIA (IQV) in Q4 2021, closing a stake of 52 shares — an estimated $12K sold.

Atlas Private Wealth Advisors first reported a position in IQV in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 938 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 52 IQVIA shares in Q4 2021, an estimated $12K.
  • Atlas Private Wealth Advisors first reported a position in IQVIA in Q1 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's IQVIA position peaked at $13K in Q2 2021.
  • 938 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.