Optimum Investment Advisors’s IQVIA IQV Stock Holding History

Optimum Investment 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
2023 Q1	–	Sell	-41	Closed	-$8.4K	–	765
2022 Q4	$8.4K	Hold	41	–	–	﹤0.01%	586
2022 Q3	$7K	Hold	41	–	–	﹤0.01%	616
2022 Q2	$9K	Hold	41	–	–	﹤0.01%	617
2022 Q1	$9K	Buy	+41	New	+$9.71K	﹤0.01%	659
2021 Q3	–	Sell	-110	Closed	-$27K	–	879
2021 Q2	$27K	Hold	110	–	–	0.01%	617
2021 Q1	$21K	Hold	110	–	–	0.01%	656
2020 Q4	$20K	Hold	110	–	–	0.01%	624
2020 Q3	$17K	Hold	110	–	–	0.01%	632
2020 Q2	$16K	Hold	110	–	–	0.01%	637
2020 Q1	$12K	Sell	110 -252	-70%	-$36K	﹤0.01%	655
2019 Q4	$56K	Hold	362	–	–	0.02%	496
2019 Q3	$54K	Buy	362 +110	+44%	+$17.1K	0.02%	503
2019 Q2	$41K	Hold	252	–	–	0.01%	546
2019 Q1	$36K	Hold	252	–	–	0.01%	579
2018 Q4	$29K	Hold	252	–	–	0.01%	575
2018 Q3	$33K	Hold	252	–	–	0.01%	629
2018 Q2	$25K	Hold	252	–	–	0.01%	684
2018 Q1	$25K	Buy	+252	New	+$25.5K	0.01%	671

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Optimum Investment Advisors's IQV Position: Q1 2023 in Review

Optimum Investment Advisors sold out of IQVIA (IQV) in Q1 2023, closing a stake of 41 shares — an estimated $8.4K sold.

Optimum Investment Advisors first reported a position in IQV in Q1 2018 and held it in 18 quarters. The position peaked at $56K in Q4 2019. 924 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

Optimum Investment Advisors reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 41 IQVIA shares in Q1 2023, an estimated $8.4K.
Optimum Investment Advisors first reported a position in IQVIA in Q1 2018 and held it in 18 quarters.
Optimum Investment Advisors's IQVIA position peaked at $56K in Q4 2019.
924 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.