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Westover Capital Advisors’s IQVIA IQV Stock Holding History

Westover Capital 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
2022
Q2 		– Sell
-3,434
Closed -$794K – 178
2022
Q1 		$794K Buy
3,434
+57
+2% +$13.5K 0.25% 85
2021
Q4 		$953K Buy
3,377
+1,971
+140% +$511K 0.28% 76
2021
Q3 		$337K Buy
+1,406
New +$355K 0.11% 127

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Westover Capital Advisors's IQV Position: Q2 2022 in Review

Westover Capital Advisors sold out of IQVIA (IQV) in Q2 2022, closing a stake of 3,434 shares — an estimated $794K sold.

Westover Capital Advisors first reported a position in IQV in Q3 2021 and held it in 3 quarters. The position peaked at $953K in Q4 2021. 884 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

  • Westover Capital Advisors reported no remaining IQVIA position as of Q2 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 3,434 IQVIA shares in Q2 2022, an estimated $794K.
  • Westover Capital Advisors first reported a position in IQVIA in Q3 2021 and held it in 3 quarters.
  • Westover Capital Advisors's IQVIA position peaked at $953K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.