BerganKDV Wealth Management’s IQVIA IQV Stock Holding History

BerganKDV 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 Q2	$1.35K	Sell	6 -2	-25%	-$402	﹤0.01%	723
2023 Q1	$1.59K	Buy	8 +2	+33%	+$427	﹤0.01%	857
2022 Q4	$1.23K	Hold	6	–	–	﹤0.01%	856
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	898
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	913
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	933
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	918
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	978
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	924
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	869
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	872
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	821
2020 Q2	$1K	Sell	6 -4	-40%	-$542	﹤0.01%	871
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	835
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	773
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	664
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	670
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	699
2018 Q4	$1K	Buy	+10	New	+$1.21K	﹤0.01%	661

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FCM

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

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

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

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

BerganKDV Wealth Management's IQV Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its IQVIA (IQV) stake by 25% in Q2 2023, selling an estimated $402 and leaving 6 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

BerganKDV Wealth Management first reported a position in IQV in Q4 2018 and has held it in 19 quarters since. The position peaked at $2K in Q4 2021. 931 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

BerganKDV Wealth Management held 6 shares of IQVIA worth $1.35K as of Q2 2023.
BerganKDV Wealth Management sold 2 IQVIA shares in Q2 2023, an estimated $402.
IQVIA made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #723 holding.
BerganKDV Wealth Management first reported a position in IQVIA in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's IQVIA position peaked at $2K in Q4 2021.
931 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.