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C.M. Bidwell & Associates’s IQVIA IQV Stock Holding History

C.M. Bidwell & Associates’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
-455
Closed -$90.5K – 555
2023
Q1 		$90.5K Hold
455
– – 0.07% 245
2022
Q4 		$93.2K Hold
455
– – 0.07% 231
2022
Q3 		$82K Hold
455
– – 0.07% 238
2022
Q2 		$99K Buy
+455
New +$98.8K 0.08% 218
2018
Q4 		– Sell
-1,920
Closed -$249K – 425
2018
Q3 		$249K Buy
+1,920
New +$231K 0.24% 120

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
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

C.M. Bidwell & Associates's IQV Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of IQVIA (IQV) in Q2 2023, closing a stake of 455 shares — an estimated $90.5K sold.

C.M. Bidwell & Associates first reported a position in IQV in Q3 2018 and held it in 5 quarters. The position peaked at $249K in Q3 2018. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 455 IQVIA shares in Q2 2023, an estimated $90.5K.
  • C.M. Bidwell & Associates first reported a position in IQVIA in Q3 2018 and held it in 5 quarters.
  • C.M. Bidwell & Associates's IQVIA position peaked at $249K in Q3 2018.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.