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Freedom Investment Management’s IQVIA IQV Stock Holding History

Freedom 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
2023
Q2 		– Sell
-1,290
Closed -$257K – 731
2023
Q1 		$257K Buy
+1,290
New +$276K 0.03% 593
2022
Q2 		– Sell
-881
Closed -$204K – 786
2022
Q1 		$204K Sell
881
-12
-1% -$2.84K 0.02% 723
2021
Q4 		$252K Sell
893
-118
-12% -$30.6K 0.02% 735
2021
Q3 		$242K Sell
1,011
-28
-3% -$7.07K 0.02% 697
2021
Q2 		$252K Buy
+1,039
New +$240K 0.02% 753

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Freedom Investment Management's IQV Position: Q2 2023 in Review

Freedom Investment Management sold out of IQVIA (IQV) in Q2 2023, closing a stake of 1,290 shares — an estimated $257K sold.

Freedom Investment Management first reported a position in IQV in Q2 2021 and held it in 5 quarters. The position peaked at $257K in Q1 2023. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Freedom Investment Management reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 1,290 IQVIA shares in Q2 2023, an estimated $257K.
  • Freedom Investment Management first reported a position in IQVIA in Q2 2021 and held it in 5 quarters.
  • Freedom Investment Management's IQVIA position peaked at $257K in Q1 2023.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.