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Fort Washington Investment Advisors’s IQVIA IQV Stock Holding History

Fort Washington Investment 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
2023
Q1 		– Sell
-993
Closed -$204K – 385
2022
Q4 		$204K Sell
993
-661
-40% -$134K ﹤0.01% 379
2022
Q3 		$299K Sell
1,654
-75
-4% -$16.4K ﹤0.01% 366
2022
Q2 		$376K Hold
1,729
– – ﹤0.01% 352
2022
Q1 		$400K Hold
1,729
– – ﹤0.01% 423
2021
Q4 		$487K Sell
1,729
-40
-2% -$10.4K ﹤0.01% 405
2021
Q3 		$424K Sell
1,769
-168
-9% -$42.4K ﹤0.01% 415
2021
Q2 		$469K Sell
1,937
-228
-11% -$52.6K ﹤0.01% 396
2021
Q1 		$418K Sell
2,165
-80
-4% -$15K ﹤0.01% 405
2020
Q4 		$402K Sell
2,245
-63
-3% -$10.6K ﹤0.01% 409
2020
Q3 		$364K Hold
2,308
– – ﹤0.01% 408
2020
Q2 		$327K Sell
2,308
-241
-9% -$32.7K ﹤0.01% 418
2020
Q1 		$275K Hold
2,549
– – ﹤0.01% 374
2019
Q4 		$394K Sell
2,549
-73
-3% -$10.7K ﹤0.01% 400
2019
Q3 		$391K Sell
2,622
-65
-2% -$10.1K ﹤0.01% 408
2019
Q2 		$432K Buy
2,687
+228
+9% +$32K ﹤0.01% 403
2019
Q1 		$354K Sell
2,459
-228
-8% -$30.4K ﹤0.01% 422
2018
Q4 		$312K Sell
2,687
-662
-20% -$80.2K ﹤0.01% 443
2018
Q3 		$434K Sell
3,349
-417
-11% -$50.1K ﹤0.01% 441
2018
Q2 		$376K Sell
3,766
-78
-2% -$7.79K ﹤0.01% 465
2018
Q1 		$377K Sell
3,844
-4,704
-55% -$475K ﹤0.01% 480
2017
Q4 		$837K Sell
8,548
-1,648
-16% -$168K 0.01% 422
2017
Q3 		$969K Sell
10,196
-2,094
-17% -$194K 0.02% 320
2017
Q2 		$1.1M Sell
12,290
-303
-2% -$25.6K 0.02% 297
2017
Q1 		$1.01M Buy
12,593
+6,029
+92% +$471K 0.02% 312
2016
Q4 		$499K Buy
+6,564
New +$503K 0.01% 386

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fort Washington Investment Advisors's IQV Position: Q1 2023 in Review

Fort Washington Investment Advisors sold out of IQVIA (IQV) in Q1 2023, closing a stake of 993 shares — an estimated $204K sold.

Fort Washington Investment Advisors first reported a position in IQV in Q4 2016 and held it in 25 quarters. The position peaked at $1.1M in Q2 2017. 924 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • Fort Washington Investment Advisors reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 993 IQVIA shares in Q1 2023, an estimated $204K.
  • Fort Washington Investment Advisors first reported a position in IQVIA in Q4 2016 and held it in 25 quarters.
  • Fort Washington Investment Advisors's IQVIA position peaked at $1.1M in Q2 2017.
  • 924 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.