Burt Wealth Advisors’s IQVIA IQV Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-11	Closed	-$2K	–	220
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	348
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	351
2020 Q2	$2K	Buy	+11	New	+$1.49K	﹤0.01%	338

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burt Wealth Advisors's IQV Position: Q1 2021 in Review

Burt Wealth Advisors sold out of IQVIA (IQV) in Q1 2021, closing a stake of 11 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in IQV in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 774 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

Burt Wealth Advisors reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 11 IQVIA shares in Q1 2021, an estimated $2K.
Burt Wealth Advisors first reported a position in IQVIA in Q2 2020 and held it in 3 quarters.
Burt Wealth Advisors's IQVIA position peaked at $2K in Q4 2020.
774 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.