SIAP
IQV icon

Sterling Investment Advisors (Pennsylvania)’s IQVIA IQV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-97
Closed -$21K – 295
2022
Q2 		$21K Hold
97
– – 0.01% 323
2022
Q1 		$22K Hold
97
– – 0.01% 349
2021
Q4 		$27K Hold
97
– – 0.01% 332
2021
Q3 		$23K Hold
97
– – 0.01% 344
2021
Q2 		$24K Buy
+97
New +$22.4K 0.01% 333

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sterling Investment Advisors (Pennsylvania)'s IQV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of IQVIA (IQV) in Q3 2022, closing a stake of 97 shares — an estimated $21K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IQV in Q2 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 888 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining IQVIA position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 97 IQVIA shares in Q3 2022, an estimated $21K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in IQVIA in Q2 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s IQVIA position peaked at $27K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.