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Toth Financial Advisory’s IQVIA IQV Stock Holding History

Toth Financial Advisory’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
-2,425
Closed -$684K – 760
2021
Q4 		$684K Buy
2,425
+2,200
+978% +$571K 0.09% 152
2021
Q3 		$54K Buy
+225
New +$56.8K 0.01% 302

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 $3.38T AUM 44.17% 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

Toth Financial Advisory's IQV Position: Q1 2022 in Review

Toth Financial Advisory sold out of IQVIA (IQV) in Q1 2022, closing a stake of 2,425 shares — an estimated $684K sold.

Toth Financial Advisory first reported a position in IQV in Q3 2021 and held it in 2 quarters. The position peaked at $684K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Toth Financial Advisory reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 2,425 IQVIA shares in Q1 2022, an estimated $684K.
  • Toth Financial Advisory first reported a position in IQVIA in Q3 2021 and held it in 2 quarters.
  • Toth Financial Advisory's IQVIA position peaked at $684K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Toth Financial Advisory's 13F filing for Q1 2022, filed 26 Apr 2022.