Lenox Wealth Advisors’s IQVIA IQV Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Buy	8 +4	+100%	+$947	﹤0.01%	648
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	855
2021 Q3	$1K	Buy	+4	New	+$1.01K	﹤0.01%	677
2020 Q2	–	Sell	-12	Closed	-$1K	–	691
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	697
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	606
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	506
2019 Q2	$2K	Buy	+12	New	+$1.68K	﹤0.01%	361
2016 Q1	–	Sell	-50	Closed	-$3K	–	329
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	280
2015 Q3	$3K	Buy	+50	New	+$3.74K	﹤0.01%	311
2015 Q2	–	Sell	-50	Closed	-$3K	–	315
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	280
2014 Q4	$3K	Buy	+50	New	+$2.85K	﹤0.01%	285

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lenox Wealth Advisors's IQV Position: Q1 2022 in Review

Lenox Wealth Advisors increased its IQVIA (IQV) stake by 100% in Q1 2022, buying an estimated $947 and bringing the position to 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Lenox Wealth Advisors first reported a position in IQV in Q4 2014 and has held it in 11 quarters since. The position peaked at $3K in Q4 2015. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

Lenox Wealth Advisors held 8 shares of IQVIA worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 4 IQVIA shares in Q1 2022, an estimated $947.
IQVIA made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #648 holding.
Lenox Wealth Advisors first reported a position in IQVIA in Q4 2014 and has held it in 11 quarters since.
Lenox Wealth Advisors's IQVIA position peaked at $3K in Q4 2015.
896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.