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Endurance Wealth Management’s IQVIA IQV Stock Holding History

Endurance 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 		$12K Hold
55
– – ﹤0.01% 480
2023
Q1 		$11K Hold
55
– – ﹤0.01% 492
2022
Q4 		$11K Buy
+55
New +$11.2K ﹤0.01% 472

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

Endurance Wealth Management's IQV Position: Q2 2023 in Review

Endurance Wealth Management held its IQVIA (IQV) position steady in Q2 2023 at 55 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Endurance Wealth Management first reported a position in IQV in Q4 2022 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Endurance Wealth Management held 55 shares of IQVIA worth $12K as of Q2 2023.
  • Endurance Wealth Management left its IQVIA share count unchanged in Q2 2023.
  • IQVIA made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #480 holding.
  • Endurance Wealth Management first reported a position in IQVIA in Q4 2022 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.