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One Plus One Wealth Management’s IQVIA IQV Stock Holding History

One Plus One 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
2022
Q2 		– Sell
-946
Closed -$219K – 101
2022
Q1 		$219K Hold
946
– – 0.15% 86
2021
Q4 		$267K Sell
946
-80
-8% -$20.8K 0.18% 80
2021
Q3 		$246K Hold
1,026
– – 0.18% 72
2021
Q2 		$249K Buy
+1,026
New +$237K 0.17% 70

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

One Plus One Wealth Management's IQV Position: Q2 2022 in Review

One Plus One Wealth Management sold out of IQVIA (IQV) in Q2 2022, closing a stake of 946 shares — an estimated $219K sold.

One Plus One Wealth Management first reported a position in IQV in Q2 2021 and held it in 4 quarters. The position peaked at $267K in Q4 2021. 886 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

  • One Plus One Wealth Management reported no remaining IQVIA position as of Q2 2022 after selling out during the quarter.
  • One Plus One Wealth Management sold 946 IQVIA shares in Q2 2022, an estimated $219K.
  • One Plus One Wealth Management first reported a position in IQVIA in Q2 2021 and held it in 4 quarters.
  • One Plus One Wealth Management's IQVIA position peaked at $267K in Q4 2021.
  • 886 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on One Plus One Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.