JPLA
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Joseph P. Lucia & Associates’s IQVIA IQV Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-12
Closed -$3K – 330
2021
Q3 		$3K Hold
12
– – ﹤0.01% 488
2021
Q2 		$3K Hold
12
– – ﹤0.01% 489
2021
Q1 		$2K Buy
+12
New +$2.25K ﹤0.01% 493

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Joseph P. Lucia & Associates's IQV Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of IQVIA (IQV) in Q4 2021, closing a stake of 12 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in IQV in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 938 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 12 IQVIA shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in IQVIA in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's IQVIA position peaked at $3K in Q3 2021.
  • 938 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.