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 $5.72T AUM 30.48% 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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return