BDO Wealth Advisors’s IQVIA IQV Stock Holding History

BDO Wealth 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 Q2	$16.6K	Buy	74 +20	+37%	+$4.02K	﹤0.01%	610
2023 Q1	$10.7K	Hold	54	–	–	﹤0.01%	690
2022 Q4	$11.1K	Buy	+54	New	+$11K	﹤0.01%	666
2022 Q3	–	Sell	-17	Closed	-$4K	–	1080
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	816
2022 Q1	$4K	Hold	17	–	–	﹤0.01%	855
2021 Q4	$5K	Hold	17	–	–	﹤0.01%	825
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	870
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	901
2021 Q1	$3K	Sell	17 -1,917	-99%	-$360K	﹤0.01%	939
2020 Q4	$347K	Sell	1,934 -237	-11%	-$39.9K	0.05%	177
2020 Q3	$342K	Sell	2,171 -43	-2%	-$6.74K	0.06%	164
2020 Q2	$314K	Hold	2,214	–	–	0.06%	169
2020 Q1	$239K	Hold	2,214	–	–	0.05%	186
2019 Q4	$342K	Sell	2,214 -38	-2%	-$5.55K	0.09%	135
2019 Q3	$336K	Sell	2,252 -35	-2%	-$5.45K	0.09%	144
2019 Q2	$368K	Buy	+2,287	New	+$321K	0.1%	128

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BDO Wealth Advisors's IQV Position: Q2 2023 in Review

BDO Wealth Advisors increased its IQVIA (IQV) stake by 37% in Q2 2023, buying an estimated $4.02K and bringing the position to 74 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

BDO Wealth Advisors first reported a position in IQV in Q2 2019 and has held it in 16 quarters since. The position peaked at $368K in Q2 2019. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

BDO Wealth Advisors held 74 shares of IQVIA worth $16.6K as of Q2 2023.
BDO Wealth Advisors bought 20 IQVIA shares in Q2 2023, an estimated $4.02K.
IQVIA made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #610 holding.
BDO Wealth Advisors first reported a position in IQVIA in Q2 2019 and has held it in 16 quarters since.
BDO Wealth Advisors's IQVIA position peaked at $368K in Q2 2019.
930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.