PWS
IQV icon

Precision Wealth Strategies’s IQVIA IQV Stock Holding History

Precision Wealth Strategies’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
-1,287
Closed -$264K – 92
2022
Q4 		$264K Sell
1,287
-14
-1% -$2.84K 0.27% 76
2022
Q3 		$234K Sell
1,301
-166
-11% -$36.4K 0.21% 105
2022
Q2 		$311K Buy
1,467
+62
+4% +$13.5K 0.24% 98
2022
Q1 		$325K Sell
1,405
-840
-37% -$199K 0.19% 111
2021
Q4 		$633K Buy
2,245
+726
+48% +$188K 0.46% 63
2021
Q3 		$364K Buy
1,519
+567
+60% +$143K 0.28% 92
2021
Q2 		$231K Buy
+952
New +$220K 0.2% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Precision Wealth Strategies's IQV Position: Q1 2023 in Review

Precision Wealth Strategies sold out of IQVIA (IQV) in Q1 2023, closing a stake of 1,287 shares — an estimated $264K sold.

Precision Wealth Strategies first reported a position in IQV in Q2 2021 and held it in 7 quarters. The position peaked at $633K in Q4 2021. 924 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • Precision Wealth Strategies reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,287 IQVIA shares in Q1 2023, an estimated $264K.
  • Precision Wealth Strategies first reported a position in IQVIA in Q2 2021 and held it in 7 quarters.
  • Precision Wealth Strategies's IQVIA position peaked at $633K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.