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WealthSource Partners’s IQVIA IQV Stock Holding History

WealthSource Partners’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
-792
Closed -$223K – 596
2021
Q4 		$223K Sell
792
-112
-12% -$29.1K 0.02% 499
2021
Q3 		$217K Sell
904
-52
-5% -$13.1K 0.02% 466
2021
Q2 		$232K Sell
956
-234
-20% -$54K 0.02% 416
2021
Q1 		$230K Buy
+1,190
New +$223K 0.02% 382
2016
Q3 		– Sell
-3,782
Closed -$247K – 279
2016
Q2 		$247K Sell
3,782
-274
-7% -$18.4K 0.09% 203
2016
Q1 		$264K Buy
+4,056
New +$257K 0.11% 174

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

WealthSource Partners's IQV Position: Q1 2022 in Review

WealthSource Partners sold out of IQVIA (IQV) in Q1 2022, closing a stake of 792 shares — an estimated $223K sold.

WealthSource Partners first reported a position in IQV in Q1 2016 and held it in 6 quarters. The position peaked at $264K in Q1 2016. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • WealthSource Partners reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 792 IQVIA shares in Q1 2022, an estimated $223K.
  • WealthSource Partners first reported a position in IQVIA in Q1 2016 and held it in 6 quarters.
  • WealthSource Partners's IQVIA position peaked at $264K in Q1 2016.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.