Belpointe Asset Management’s IQVIA IQV Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-387	Closed	-$77K	–	1938
2023 Q1	$77K	Buy	387 +10	+3%	+$2.14K	﹤0.01%	1461
2022 Q4	$77.2K	Buy	+377	New	+$76.5K	﹤0.01%	1382
2021 Q3	–	Sell	-633	Closed	-$154K	–	1215
2021 Q2	$154K	Buy	+633	New	+$146K	0.01%	940

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

Belpointe Asset Management's IQV Position: Q2 2023 in Review

Belpointe Asset Management sold out of IQVIA (IQV) in Q2 2023, closing a stake of 387 shares — an estimated $77K sold.

Belpointe Asset Management first reported a position in IQV in Q2 2021 and held it in 3 quarters. The position peaked at $154K in Q2 2021. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

Belpointe Asset Management reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 387 IQVIA shares in Q2 2023, an estimated $77K.
Belpointe Asset Management first reported a position in IQVIA in Q2 2021 and held it in 3 quarters.
Belpointe Asset Management's IQVIA position peaked at $154K in Q2 2021.
930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.