Great Point Wealth Advisors’s IQVIA IQV Stock Holding History

Great Point Wealth 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
2023 Q4	–	Sell	-1,322	Closed	-$260K	–	63
2023 Q3	$260K	Buy	1,322 +1	+0.1%	+$217	0.08%	55
2023 Q2	$297K	Buy	1,321 +10	+0.8%	+$2.01K	0.09%	54
2023 Q1	$261K	Hold	1,311	–	–	0.08%	53
2022 Q4	$269K	Buy	1,311 +7	+0.5%	+$1.42K	0.09%	53
2022 Q3	$236K	Hold	1,304	–	–	0.09%	59
2022 Q2	$283K	Hold	1,304	–	–	0.1%	56
2022 Q1	$301K	Hold	1,304	–	–	0.09%	51
2021 Q4	$368K	Buy	+1,304	New	+$338K	0.11%	47
2021 Q3	–	Sell	-834	Closed	-$202K	–	51
2021 Q2	$202K	Buy	+834	New	+$193K	0.07%	53

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FCM

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

Great Point Wealth Advisors's IQV Position: Q4 2023 in Review

Great Point Wealth Advisors sold out of IQVIA (IQV) in Q4 2023, closing a stake of 1,322 shares — an estimated $260K sold.

Great Point Wealth Advisors first reported a position in IQV in Q2 2021 and held it in 9 quarters. The position peaked at $368K in Q4 2021. 958 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

Great Point Wealth Advisors reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 1,322 IQVIA shares in Q4 2023, an estimated $260K.
Great Point Wealth Advisors first reported a position in IQVIA in Q2 2021 and held it in 9 quarters.
Great Point Wealth Advisors's IQVIA position peaked at $368K in Q4 2021.
958 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Great Point Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.