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Avitas Wealth Management’s IQVIA IQV Stock Holding History

Avitas 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
2022
Q4 		– Sell
-3,027
Closed -$548K – 193
2022
Q3 		$548K Buy
3,027
+24
+0.8% +$5.26K 0.13% 135
2022
Q2 		$652K Buy
3,003
+746
+33% +$162K 0.14% 132
2022
Q1 		$522K Buy
+2,257
New +$534K 0.09% 156

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
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
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

Avitas Wealth Management's IQV Position: Q4 2022 in Review

Avitas Wealth Management sold out of IQVIA (IQV) in Q4 2022, closing a stake of 3,027 shares — an estimated $548K sold.

Avitas Wealth Management first reported a position in IQV in Q1 2022 and held it in 3 quarters. The position peaked at $652K in Q2 2022. 922 funds tracked by Wall St. Rank hold IQV as of Q4 2022.

  • Avitas Wealth Management reported no remaining IQVIA position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 3,027 IQVIA shares in Q4 2022, an estimated $548K.
  • Avitas Wealth Management first reported a position in IQVIA in Q1 2022 and held it in 3 quarters.
  • Avitas Wealth Management's IQVIA position peaked at $652K in Q2 2022.
  • 922 funds tracked by Wall St. Rank held IQVIA as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.