Good Life Advisors’s IQVIA IQV Stock Holding History

Good Life 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
2024 Q4	–	Sell	-1,870	Closed	-$443K	–	553
2024 Q3	$443K	Buy	+1,870	New	+$441K	0.03%	371
2024 Q2	–	Sell	-934	Closed	-$236K	–	474
2024 Q1	$236K	Buy	934 +28	+3%	+$6.54K	0.02%	392
2023 Q4	$210K	Buy	+906	New	+$186K	0.02%	402
2023 Q3	–	Sell	-916	Closed	-$206K	–	423
2023 Q2	$206K	Sell	916 -101	-10%	-$20.3K	0.02%	377
2023 Q1	$202K	Buy	+1,017	New	+$217K	0.03%	365
2022 Q1	–	Sell	-798	Closed	-$225K	–	406
2021 Q4	$225K	Buy	+798	New	+$207K	0.03%	342
2020 Q1	–	Sell	-1,410	Closed	-$219K	–	246
2019 Q4	$219K	Buy	1,410 +37	+3%	+$5.4K	0.06%	235
2019 Q3	$203K	Sell	1,373 -251	-15%	-$39.1K	0.06%	239
2019 Q2	$261K	Hold	1,624	–	–	0.08%	192
2019 Q1	$233K	Sell	1,624 -99	-6%	-$13.2K	0.07%	203
2018 Q4	$200K	Sell	1,723 -26	-1%	-$3.15K	0.06%	218
2018 Q3	$226K	Buy	+1,749	New	+$210K	0.07%	217

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Lazard Asset Management

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