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IHT Wealth Management’s IQVIA IQV Stock Holding History

IHT Wealth 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
2021
Q3 		– Sell
-894
Closed -$217K – 889
2021
Q2 		$217K Buy
+894
New +$206K 0.01% 840
2018
Q2 		– Sell
-231
Closed -$22K – 885
2018
Q1 		$22K Sell
231
-5
-2% -$505 0.01% 942
2017
Q4 		$23K Hold
236
– – 0.01% 941
2017
Q3 		$23K Buy
236
+72
+44% +$6.67K 0.01% 730
2017
Q2 		$27 Hold
164
– – 0.01% 687
2017
Q1 		$13K Sell
164
-193
-54% -$15.1K 0.01% 762
2016
Q4 		$27K Buy
+357
New +$27.4K 0.02% 542

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

IHT Wealth Management's IQV Position: Q3 2021 in Review

IHT Wealth Management sold out of IQVIA (IQV) in Q3 2021, closing a stake of 894 shares — an estimated $217K sold.

IHT Wealth Management first reported a position in IQV in Q4 2016 and held it in 7 quarters. The position peaked at $217K in Q2 2021. 860 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

  • IHT Wealth Management reported no remaining IQVIA position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 894 IQVIA shares in Q3 2021, an estimated $217K.
  • IHT Wealth Management first reported a position in IQVIA in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's IQVIA position peaked at $217K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.