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Kore Private Wealth’s IQVIA IQV Stock Holding History

Kore Private Wealth’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
-1,085
Closed -$260K – 387
2021
Q3 		$260K Buy
1,085
+251
+30% +$63.4K 0.03% 360
2021
Q2 		$202K Buy
+834
New +$193K 0.02% 393
2020
Q3 		– Sell
-301
Closed -$42K – 667
2020
Q2 		$42K Buy
301
+45
+18% +$6.1K 0.01% 493
2020
Q1 		$28K Buy
256
+165
+181% +$23.6K 0.01% 535
2019
Q4 		$14K Buy
+91
New +$13.3K ﹤0.01% 694
2019
Q2 		– Sell
-48
Closed -$7K – 510
2019
Q1 		$7K Sell
48
-20
-29% -$2.67K ﹤0.01% 700
2018
Q4 		$8K Buy
+68
New +$8.24K ﹤0.01% 598

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 $3.37T AUM 44.26% 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

Kore Private Wealth's IQV Position: Q4 2021 in Review

Kore Private Wealth sold out of IQVIA (IQV) in Q4 2021, closing a stake of 1,085 shares — an estimated $260K sold.

Kore Private Wealth first reported a position in IQV in Q4 2018 and held it in 7 quarters. The position peaked at $260K in Q3 2021. 937 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Kore Private Wealth reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,085 IQVIA shares in Q4 2021, an estimated $260K.
  • Kore Private Wealth first reported a position in IQVIA in Q4 2018 and held it in 7 quarters.
  • Kore Private Wealth's IQVIA position peaked at $260K in Q3 2021.
  • 937 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.