Clear Perspective Advisors’s IQVIA IQV Stock Holding History

Clear Perspective 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	$521K	Hold	1,848	–	–	0.16%	96
2021 Q3	$443K	Sell	1,848 -50	-3%	-$12.6K	0.15%	99
2021 Q2	$460K	Hold	1,898	–	–	0.16%	95
2021 Q1	$367K	Hold	1,898	–	–	0.14%	107
2020 Q4	$340K	Hold	1,898	–	–	0.14%	107
2020 Q3	$3.33K	Buy	1,898 +30	+2%	+$4.7K	1.56%	11
2020 Q2	$265K	Buy	+1,868	New	+$253K	0.14%	107
2020 Q1	–	Sell	-1,613	Closed	-$249K	–	120
2019 Q4	$249K	Hold	1,613	–	–	0.15%	121
2019 Q3	$241K	Hold	1,613	–	–	0.11%	125
2019 Q2	$260K	Sell	1,613 -24	-1%	-$3.37K	0.17%	116
2019 Q1	$223K	Sell	1,637 -611	-27%	-$81.4K	0.16%	129
2018 Q4	$261K	Sell	2,248 -1,550	-41%	-$188K	0.22%	110
2018 Q3	$493K	Hold	3,798	–	–	0.37%	84
2018 Q2	$379K	Hold	3,798	–	–	0.27%	99
2018 Q1	$373K	Sell	3,798 -98	-3%	-$9.91K	0.28%	90
2017 Q4	$381K	Buy	3,896 +74	+2%	+$7.53K	0.29%	88
2017 Q3	$363K	Buy	3,822 +72	+2%	+$6.67K	0.3%	88
2017 Q2	$336K	Hold	3,750	–	–	0.28%	88
2017 Q1	$302K	Buy	3,750 +3,300	+733%	+$258K	0.2%	94
2016 Q4	$34K	Buy	+450	New	+$34.5K	0.02%	230

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Clear Perspective Advisors's IQV Position: Q4 2021 in Review

Clear Perspective Advisors held its IQVIA (IQV) position steady in Q4 2021 at 1,848 shares worth $521K. The position accounts for 0.16% of the portfolio, ranked #96.

Clear Perspective Advisors first reported a position in IQV in Q4 2016 and has held it in 20 quarters since. 937 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

Clear Perspective Advisors held 1,848 shares of IQVIA worth $521K as of Q4 2021.
Clear Perspective Advisors left its IQVIA share count unchanged in Q4 2021.
IQVIA made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #96 holding.
Clear Perspective Advisors first reported a position in IQVIA in Q4 2016 and has held it in 20 quarters since.
937 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.