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Buckley Wealth Management’s IQVIA IQV Stock Holding History

Buckley 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
Q3 		– Sell
-978
Closed -$220K – 116
2023
Q2 		$220K Buy
+978
New +$196K 0.07% 125
2022
Q3 		– Sell
-1,035
Closed -$225K – 126
2022
Q2 		$225K Sell
1,035
-11
-1% -$2.39K 0.07% 131
2022
Q1 		$242K Buy
+1,046
New +$248K 0.07% 137

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Buckley Wealth Management's IQV Position: Q3 2023 in Review

Buckley Wealth Management sold out of IQVIA (IQV) in Q3 2023, closing a stake of 978 shares — an estimated $220K sold.

Buckley Wealth Management first reported a position in IQV in Q1 2022 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Buckley Wealth Management reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 978 IQVIA shares in Q3 2023, an estimated $220K.
  • Buckley Wealth Management first reported a position in IQVIA in Q1 2022 and held it in 3 quarters.
  • Buckley Wealth Management's IQVIA position peaked at $242K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.