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Biltmore Family Office’s IQVIA IQV Stock Holding History

Biltmore Family Office’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
2023
Q2 		– Sell
-3,707
Closed -$737K – 248
2023
Q1 		$737K Hold
3,707
– – 0.16% 92
2022
Q4 		$760K Buy
+3,707
New +$752K 0.16% 85

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Biltmore Family Office's IQV Position: Q2 2023 in Review

Biltmore Family Office sold out of IQVIA (IQV) in Q2 2023, closing a stake of 3,707 shares — an estimated $737K sold.

Biltmore Family Office first reported a position in IQV in Q4 2022 and held it in 2 quarters. The position peaked at $760K in Q4 2022. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Biltmore Family Office reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • Biltmore Family Office sold 3,707 IQVIA shares in Q2 2023, an estimated $737K.
  • Biltmore Family Office first reported a position in IQVIA in Q4 2022 and held it in 2 quarters.
  • Biltmore Family Office's IQVIA position peaked at $760K in Q4 2022.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Biltmore Family Office's 13F filing for Q2 2023, filed 7 Aug 2023.