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Heritage Wealth Management (Arizona)’s IQVIA IQV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-8
Closed -$2K – 1022
2022
Q1 		$2K Buy
+8
New +$1.9K ﹤0.01% 898

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State Street
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AllianceBernstein
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IQV Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of IQVIA (IQV) in Q2 2022, closing a stake of 8 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in IQV in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 886 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining IQVIA position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 8 IQVIA shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in IQVIA in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s IQVIA position peaked at $2K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.