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Phoenix Wealth Advisors’s IQVIA IQV Stock Holding History

Phoenix 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 		– Sell
-904
Closed -$255K – 111
2021
Q4 		$255K Hold
904
– – 0.19% 101
2021
Q3 		$217K Hold
904
– – 0.16% 108
2021
Q2 		$227K Hold
904
– – 0.16% 114
2021
Q1 		$179K Hold
904
– – 0.14% 121
2020
Q4 		$162K Buy
+904
New +$152K 0.12% 122

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
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

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

Phoenix Wealth Advisors sold out of IQVIA (IQV) in Q1 2022, closing a stake of 904 shares — an estimated $255K sold.

Phoenix Wealth Advisors first reported a position in IQV in Q4 2020 and held it in 5 quarters. The position peaked at $255K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 904 IQVIA shares in Q1 2022, an estimated $255K.
  • Phoenix Wealth Advisors first reported a position in IQVIA in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's IQVIA position peaked at $255K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.