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Clear Investment Research’s IQVIA IQV Stock Holding History

Clear Investment Research’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
-150
Closed -$27K – 173
2022
Q3 		$27K Buy
+150
New +$32.9K 0.06% 93
2019
Q4 		– Sell
-3
Closed – – 235
2019
Q3 		$0 Hold
3
– – ﹤0.01% 304
2019
Q2 		$0 Hold
3
– – ﹤0.01% 303
2019
Q1 		$0 Hold
3
– – ﹤0.01% 292
2018
Q4 		$0 Hold
3
– – ﹤0.01% 289
2018
Q3 		$0 Buy
+3
New +$360 ﹤0.01% 300

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

Clear Investment Research's IQV Position: Q4 2022 in Review

Clear Investment Research sold out of IQVIA (IQV) in Q4 2022, closing a stake of 150 shares — an estimated $27K sold.

Clear Investment Research first reported a position in IQV in Q3 2018 and held it in 6 quarters. The position peaked at $27K in Q3 2022. 922 funds tracked by Wall St. Rank hold IQV as of Q4 2022.

  • Clear Investment Research reported no remaining IQVIA position as of Q4 2022 after selling out during the quarter.
  • Clear Investment Research sold 150 IQVIA shares in Q4 2022, an estimated $27K.
  • Clear Investment Research first reported a position in IQVIA in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's IQVIA position peaked at $27K in Q3 2022.
  • 922 funds tracked by Wall St. Rank held IQVIA as of Q4 2022.

Based on Clear Investment Research's 13F filing for Q4 2022, filed 10 Feb 2023.