GPWA
IQV icon

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
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