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Ritholtz Wealth Management’s IQVIA IQV Stock Holding History

Ritholtz 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
Q4 		– Sell
-2,749
Closed -$498K – 657
2022
Q3 		$498K Buy
+2,749
New +$602K 0.03% 401

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ritholtz Wealth Management's IQV Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of IQVIA (IQV) in Q4 2022, closing a stake of 2,749 shares — an estimated $498K sold.

Ritholtz Wealth Management first reported a position in IQV in Q3 2022 and held it in 1 quarter. The position peaked at $498K in Q3 2022. 922 funds tracked by Wall St. Rank hold IQV as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining IQVIA position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,749 IQVIA shares in Q4 2022, an estimated $498K.
  • Ritholtz Wealth Management first reported a position in IQVIA in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's IQVIA position peaked at $498K in Q3 2022.
  • 922 funds tracked by Wall St. Rank held IQVIA as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.