Atlas Private Wealth Management’s IQVIA IQV Stock Holding History

Atlas Private Wealth 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
2024 Q1	$747K	Buy	2,952 +2	+0.1%	+$467	0.31%	81
2023 Q4	$683K	Hold	2,950	–	–	0.32%	83
2023 Q3	$580K	Sell	2,950 -100	-3%	-$21.7K	0.31%	84
2023 Q2	$686K	Sell	3,050 -275	-8%	-$55.2K	0.36%	81
2023 Q1	$661K	Hold	3,325	–	–	0.4%	80
2022 Q4	$681K	Buy	3,325 +40	+1%	+$8.11K	0.31%	73
2022 Q3	$595K	Sell	3,285 -140	-4%	-$30.7K	0.43%	71
2022 Q2	$743K	Hold	3,425	–	–	0.51%	65
2022 Q1	$792K	Hold	3,425	–	–	0.46%	71
2021 Q4	$966K	Sell	3,425 -100	-3%	-$26K	0.54%	61
2021 Q3	$844K	Sell	3,525 -302	-8%	-$76.2K	0.52%	62
2021 Q2	$927K	Buy	3,827 +2	+0.1%	+$462	0.57%	55
2021 Q1	$739K	Hold	3,825	–	–	0.47%	60
2020 Q4	$685K	Sell	3,825 -395	-9%	-$66.6K	0.49%	56
2020 Q3	$665K	Hold	4,220	–	–	0.52%	53
2020 Q2	$599K	Hold	4,220	–	–	0.48%	59
2020 Q1	$455K	Hold	4,220	–	–	0.42%	69
2019 Q4	$652K	Buy	+4,220	New	+$616K	0.5%	59

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Atlas Private Wealth Management's IQV Position: Q1 2024 in Review

Atlas Private Wealth Management increased its IQVIA (IQV) stake by 0.07% in Q1 2024, buying an estimated $467 and bringing the position to 2,952 shares worth $747K. The position accounts for 0.31% of the portfolio, ranked #81.

Atlas Private Wealth Management first reported a position in IQV in Q4 2019 and has held it in 18 quarters since. The position peaked at $966K in Q4 2021. 1,015 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

Atlas Private Wealth Management held 2,952 shares of IQVIA worth $747K as of Q1 2024.
Atlas Private Wealth Management bought 2 IQVIA shares in Q1 2024, an estimated $467.
IQVIA made up 0.31% of Atlas Private Wealth Management's portfolio in Q1 2024, its #81 holding.
Atlas Private Wealth Management first reported a position in IQVIA in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's IQVIA position peaked at $966K in Q4 2021.
1,015 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.