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Financial Advocates Investment Management’s IQVIA IQV Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-955
Closed -$207K – 787
2022
Q2 		$207K Buy
+955
New +$207K 0.02% 617

Other funds holding IQV

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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 $309B AUM 23.92% 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 $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Financial Advocates Investment Management's IQV Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of IQVIA (IQV) in Q3 2022, closing a stake of 955 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in IQV in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 888 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining IQVIA position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 955 IQVIA shares in Q3 2022, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in IQVIA in Q2 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's IQVIA position peaked at $207K in Q2 2022.
  • 888 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.