Financial Gravity Asset Management’s IQVIA IQV Stock Holding History

Financial Gravity Asset 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
2021 Q3	$251K	Sell	59 -40	-40%	-$10.1K	0.12%	144
2021 Q2	$24K	Buy	+99	New	+$22.9K	0.01%	775
2020 Q4	$29K	Buy	+166	New	+$28K	0.03%	109
2019 Q4	$144K	Sell	935 -332	-26%	-$48.5K	0.1%	197
2019 Q3	$189K	Sell	1,267 -589	-32%	-$91.7K	0.16%	121
2019 Q2	$299K	Buy	1,856 +1,384	+293%	+$194K	0.25%	95
2019 Q1	$68K	Buy	+472	New	+$62.9K	0.06%	253
2018 Q3	$49K	Buy	402 +12	+3%	+$1.44K	0.05%	330
2018 Q2	$47K	Buy	+390	New	+$39K	0.04%	343

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Financial Gravity Asset Management's IQV Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its IQVIA (IQV) stake by 40% in Q3 2021, selling an estimated $10.1K and leaving 59 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #144.

Financial Gravity Asset Management first reported a position in IQV in Q2 2018 and has held it in 9 quarters since. The position peaked at $299K in Q2 2019. 862 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

Financial Gravity Asset Management held 59 shares of IQVIA worth $251K as of Q3 2021.
Financial Gravity Asset Management sold 40 IQVIA shares in Q3 2021, an estimated $10.1K.
IQVIA made up 0.12% of Financial Gravity Asset Management's portfolio in Q3 2021, its #144 holding.
Financial Gravity Asset Management first reported a position in IQVIA in Q2 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's IQVIA position peaked at $299K in Q2 2019.
862 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.