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Evolution Wealth Advisors’s IQVIA IQV Stock Holding History

Evolution Wealth 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 		– Sell
-54
Closed -$13K – 384
2021
Q3 		$13K Sell
54
-87
-62% -$22K ﹤0.01% 369
2021
Q2 		$34K Sell
141
-111
-44% -$25.6K 0.01% 241
2021
Q1 		$49K Buy
252
+1
+0.4% +$188 0.01% 201
2020
Q4 		$45K Sell
251
-487
-66% -$82.1K 0.01% 183
2020
Q3 		$116K Buy
738
+533
+260% +$83.5K 0.03% 131
2020
Q2 		$29K Hold
205
– – 0.01% 178
2020
Q1 		$22K Sell
205
-17
-8% -$2.43K 0.01% 147
2019
Q4 		$34K Buy
222
+167
+304% +$24.4K 0.01% 182
2019
Q3 		$8K Buy
55
+12
+28% +$1.87K ﹤0.01% 212
2019
Q2 		$7K Buy
+43
New +$6.03K ﹤0.01% 210

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Evolution Wealth Advisors's IQV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of IQVIA (IQV) in Q4 2021, closing a stake of 54 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in IQV in Q2 2019 and held it in 10 quarters. The position peaked at $116K in Q3 2020. 937 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 54 IQVIA shares in Q4 2021, an estimated $13K.
  • Evolution Wealth Advisors first reported a position in IQVIA in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's IQVIA position peaked at $116K in Q3 2020.
  • 937 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.