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Liberty Wealth Management’s IQVIA IQV Stock Holding History

Liberty 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
Q4 		– Sell
-18
Closed -$4K – 625
2021
Q3 		$4K Buy
18
+9
+100% +$2.27K ﹤0.01% 977
2021
Q2 		$2K Hold
9
– – ﹤0.01% 925
2021
Q1 		$1K Hold
9
– – ﹤0.01% 874
2020
Q4 		$1K Sell
9
-3
-25% -$506 ﹤0.01% 873
2020
Q3 		$2K Hold
12
– – ﹤0.01% 764
2020
Q2 		$2K Hold
12
– – ﹤0.01% 740
2020
Q1 		$1K Hold
12
– – ﹤0.01% 807
2019
Q4 		$2K Hold
12
– – ﹤0.01% 769
2019
Q3 		$2K Hold
12
– – ﹤0.01% 740
2019
Q2 		$2K Hold
12
– – ﹤0.01% 762
2019
Q1 		$1K Buy
+12
New +$1.6K ﹤0.01% 678

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

Liberty Wealth Management's IQV Position: Q4 2021 in Review

Liberty Wealth Management sold out of IQVIA (IQV) in Q4 2021, closing a stake of 18 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in IQV in Q1 2019 and held it in 11 quarters. The position peaked at $4K in Q3 2021. 938 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Liberty Wealth Management reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 18 IQVIA shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in IQVIA in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's IQVIA position peaked at $4K in Q3 2021.
  • 938 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.