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Vontobel Swiss Wealth Advisors’s IQVIA IQV Stock Holding History

Vontobel Swiss Wealth 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
Q2 		$8.04M Buy
33,995
+477
+1% +$110K 4.13% 8
2021
Q1 		$6.47M Sell
33,518
-4,592
-12% -$862K 3.61% 15
2020
Q4 		$6.83M Sell
38,110
-931
-2% -$157K 3.88% 8
2020
Q3 		$6M Buy
39,041
+87
+0.2% +$13.6K 4.19% 7
2020
Q2 		$5.53M Buy
38,954
+435
+1% +$58.9K 3.63% 7
2020
Q1 		$4.16M Buy
38,519
+10,702
+38% +$1.53M 3.16% 10
2019
Q4 		$4.3M Buy
27,817
+5,861
+27% +$856K 2.81% 10
2019
Q3 		$3.28M Sell
21,956
-972
-4% -$151K 2.11% 15
2019
Q2 		$3.69M Sell
22,928
-1,746
-7% -$245K 1.98% 14
2019
Q1 		$3.51M Sell
24,674
-56
-0.2% -$7.46K 3.81% 6
2018
Q4 		$2.83M Buy
+24,730
New +$3M 2.1% 19

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IQV Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its IQVIA (IQV) stake by 1.4% in Q2 2021, buying an estimated $110K and bringing the position to 33,995 shares worth $8.04M. The position accounts for 4.13% of the portfolio, ranked #8.

Vontobel Swiss Wealth Advisors first reported a position in IQV in Q4 2018 and has held it in 11 quarters since. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 33,995 shares of IQVIA worth $8.04M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 477 IQVIA shares in Q2 2021, an estimated $110K.
  • IQVIA made up 4.13% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #8 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in IQVIA in Q4 2018 and has held it in 11 quarters since.
  • 849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.