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Reilly Financial Advisors’s IQVIA IQV Stock Holding History

Reilly Financial 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
2021
Q4 		$115K Buy
407
+105
+35% +$27.2K 0.01% 264
2021
Q3 		$72K Buy
302
+225
+292% +$56.8K 0.01% 321
2021
Q2 		$19K Buy
77
+49
+175% +$11.3K ﹤0.01% 556
2021
Q1 		$5K Hold
28
– – ﹤0.01% 790
2020
Q4 		$5K Buy
+28
New +$4.72K ﹤0.01% 708
2016
Q1 		– Sell
-52
Closed -$4K – 1231
2015
Q4 		$4K Hold
52
– – ﹤0.01% 974
2015
Q3 		$4K Buy
+52
New +$3.89K ﹤0.01% 1012
2015
Q2 		– Sell
-52
Closed -$3K – 1390
2015
Q1 		$3K Hold
52
– – ﹤0.01% 1104
2014
Q4 		$3K Hold
52
– – ﹤0.01% 703
2014
Q3 		$3K Buy
+52
New +$2.91K ﹤0.01% 717

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Reilly Financial Advisors's IQV Position: Q4 2021 in Review

Reilly Financial Advisors increased its IQVIA (IQV) stake by 35% in Q4 2021, buying an estimated $27.2K and bringing the position to 407 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #264.

Reilly Financial Advisors first reported a position in IQV in Q3 2014 and has held it in 10 quarters since. 937 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

  • Reilly Financial Advisors held 407 shares of IQVIA worth $115K as of Q4 2021.
  • Reilly Financial Advisors bought 105 IQVIA shares in Q4 2021, an estimated $27.2K.
  • IQVIA made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #264 holding.
  • Reilly Financial Advisors first reported a position in IQVIA in Q3 2014 and has held it in 10 quarters since.
  • 937 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.