ARC
IQV icon

Advisor Resource Council’s IQVIA IQV Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-989
Closed -$229K – 364
2023
Q4 		$229K Buy
+989
New +$203K 0.03% 420
2022
Q3 		– Sell
-1,739
Closed -$377K – 311
2022
Q2 		$377K Buy
+1,739
New +$378K 0.04% 332
2022
Q1 		– Sell
-6,395
Closed -$1.8M – 362
2021
Q4 		$1.8M Buy
6,395
+4,687
+274% +$1.22M 0.14% 162
2021
Q3 		$409K Sell
1,708
-2,592
-60% -$654K 0.12% 157
2021
Q2 		$1.04M Buy
+4,300
New +$993K 0.11% 200

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return