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DFPG Investments’s IQVIA IQV Stock Holding History

DFPG Investments’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
Q4 		$1.11M Buy
+5,026
New +$1.03M 0.09% 216

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

DFPG Investments's IQV Position: Q4 2023 in Review

DFPG Investments opened a new position in IQVIA (IQV) in Q4 2023: 5,026 shares worth $1.11M. The stake represents 0.09% of the portfolio and ranks #216 among its holdings.

956 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • DFPG Investments held 5,026 shares of IQVIA worth $1.11M as of Q4 2023.
  • IQVIA was a new DFPG Investments position in Q4 2023.
  • IQVIA made up 0.09% of DFPG Investments's portfolio in Q4 2023, its #216 holding.
  • 956 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.