Edge Wealth Management’s IQVIA IQV Stock Holding History

Edge 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 Q1	–	Sell	-14	Closed	-$4K	–	264
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	357
2021 Q3	$3K	Buy	+14	New	+$3.53K	﹤0.01%	392

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Edge Wealth Management's IQV Position: Q1 2022 in Review

Edge Wealth Management sold out of IQVIA (IQV) in Q1 2022, closing a stake of 14 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in IQV in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

Edge Wealth Management reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 14 IQVIA shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in IQVIA in Q3 2021 and held it in 2 quarters.
Edge Wealth Management's IQVIA position peaked at $4K in Q4 2021.
896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.