BPA
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Beacon Pointe Advisors’s IQVIA IQV Stock Holding History

Beacon Pointe 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
2024
Q4 		– Sell
-924
Closed -$219K – 1243
2024
Q3 		$219K Sell
924
-44
-5% -$10.4K ﹤0.01% 1130
2024
Q2 		$205K Sell
968
-914
-49% -$208K ﹤0.01% 1188
2024
Q1 		$476K Buy
1,882
+993
+112% +$232K 0.01% 934
2023
Q4 		$206K Sell
889
-1,399
-61% -$287K ﹤0.01% 1219
2023
Q3 		$450K Buy
2,288
+1,107
+94% +$240K 0.01% 919
2023
Q2 		$265K Sell
1,181
-138
-10% -$27.7K ﹤0.01% 919
2023
Q1 		$262K Buy
1,319
+245
+23% +$52.4K ﹤0.01% 980
2022
Q4 		$220K Buy
+1,074
New +$218K ﹤0.01% 965
2022
Q3 		– Sell
-1,040
Closed -$227K – 1032
2022
Q2 		$227K Sell
1,040
-568
-35% -$123K ﹤0.01% 931
2022
Q1 		$372K Buy
1,608
+468
+41% +$111K 0.01% 903
2021
Q4 		$322K Sell
1,140
-16
-1% -$4.15K 0.01% 706
2021
Q3 		$277K Sell
1,156
-15
-1% -$3.79K 0.01% 735
2021
Q2 		$284K Buy
+1,171
New +$270K 0.01% 674
2020
Q1 		– Sell
-1,800
Closed -$278K – 303
2019
Q4 		$278K Hold
1,800
– – 0.09% 177
2019
Q3 		$269K Hold
1,800
– – 0.12% 142
2019
Q2 		$290K Hold
1,800
– – 0.11% 161
2019
Q1 		$259K Hold
1,800
– – 0.1% 155
2018
Q4 		$209K Buy
+1,800
New +$218K 0.13% 152

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return