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Paragon Private Wealth Management’s IQVIA IQV Stock Holding History

Paragon Private 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
Q1 		– Sell
-795
Closed -$224K – 115
2021
Q4 		$224K Buy
+795
New +$206K 0.2% 99

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Paragon Private Wealth Management's IQV Position: Q1 2022 in Review

Paragon Private Wealth Management sold out of IQVIA (IQV) in Q1 2022, closing a stake of 795 shares — an estimated $224K sold.

Paragon Private Wealth Management first reported a position in IQV in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Paragon Private Wealth Management reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Paragon Private Wealth Management sold 795 IQVIA shares in Q1 2022, an estimated $224K.
  • Paragon Private Wealth Management first reported a position in IQVIA in Q4 2021 and held it in 1 quarter.
  • Paragon Private Wealth Management's IQVIA position peaked at $224K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Paragon Private Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.