Bay Colony Advisors’s IQVIA IQV Stock Holding History

Bay Colony 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
2023 Q3	–	Sell	-1,193	Closed	-$268K	–	366
2023 Q2	$268K	Buy	1,193 +166	+16%	+$33.3K	0.06%	256
2023 Q1	$200K	Buy	+1,027	New	+$220K	0.05%	310

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bay Colony Advisors's IQV Position: Q3 2023 in Review

Bay Colony Advisors sold out of IQVIA (IQV) in Q3 2023, closing a stake of 1,193 shares — an estimated $268K sold.

Bay Colony Advisors first reported a position in IQV in Q1 2023 and held it in 2 quarters. The position peaked at $268K in Q2 2023. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

Bay Colony Advisors reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
Bay Colony Advisors sold 1,193 IQVIA shares in Q3 2023, an estimated $268K.
Bay Colony Advisors first reported a position in IQVIA in Q1 2023 and held it in 2 quarters.
Bay Colony Advisors's IQVIA position peaked at $268K in Q2 2023.
941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Bay Colony Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.