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

Harris Associates

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

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

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

Lazard Asset Management

Lazard Asset Management New York $60.8B 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

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return