Baystate Wealth Management’s IQVIA IQV Stock Holding History

Baystate Wealth Management’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 Q4	$46.3K	Hold	200	–	–	﹤0.01%	398
2023 Q3	$39.4K	Sell	200 -27	-12%	-$5.86K	﹤0.01%	377
2023 Q2	$51K	Hold	227	–	–	﹤0.01%	328
2023 Q1	$45.1K	Buy	227 +27	+14%	+$5.77K	﹤0.01%	347
2022 Q4	$41K	Hold	200	–	–	﹤0.01%	357
2022 Q3	$36K	Hold	200	–	–	﹤0.01%	349
2022 Q2	$43K	Hold	200	–	–	﹤0.01%	336
2022 Q1	$46K	Hold	200	–	–	﹤0.01%	335
2021 Q4	$56K	Hold	200	–	–	0.01%	304
2021 Q3	$48K	Hold	200	–	–	﹤0.01%	302
2021 Q2	$48K	Hold	200	–	–	﹤0.01%	286
2021 Q1	$39K	Hold	200	–	–	﹤0.01%	286
2020 Q4	$36K	Hold	200	–	–	﹤0.01%	286
2020 Q3	$32K	Hold	200	–	–	﹤0.01%	267
2020 Q2	$28K	Hold	200	–	–	﹤0.01%	270
2020 Q1	$22K	Hold	200	–	–	﹤0.01%	271
2019 Q4	$31K	Hold	200	–	–	﹤0.01%	276
2019 Q3	$30K	Hold	200	–	–	﹤0.01%	254
2019 Q2	$32K	Hold	200	–	–	﹤0.01%	262
2019 Q1	$27K	Buy	+200	New	+$26.7K	﹤0.01%	278

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Baystate Wealth Management's IQV Position: Q4 2023 in Review

Baystate Wealth Management held its IQVIA (IQV) position steady in Q4 2023 at 200 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Baystate Wealth Management first reported a position in IQV in Q1 2019 and has held it in 20 quarters since. The position peaked at $56K in Q4 2021. 958 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

Baystate Wealth Management held 200 shares of IQVIA worth $46.3K as of Q4 2023.
Baystate Wealth Management left its IQVIA share count unchanged in Q4 2023.
IQVIA made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #398 holding.
Baystate Wealth Management first reported a position in IQVIA in Q1 2019 and has held it in 20 quarters since.
Baystate Wealth Management's IQVIA position peaked at $56K in Q4 2021.
958 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.