Halpern Financial’s IQVIA IQV Stock Holding History

Halpern Financial’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
2020 Q3	–	Sell	-12	Closed	-$1.7K	–	213
2020 Q2	$1.7K	Buy	+12	New	+$1.63K	﹤0.01%	158

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

FCM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Halpern Financial's IQV Position: Q3 2020 in Review

Halpern Financial sold out of IQVIA (IQV) in Q3 2020, closing a stake of 12 shares — an estimated $1.7K sold.

Halpern Financial first reported a position in IQV in Q2 2020 and held it in 1 quarter. The position peaked at $1.7K in Q2 2020. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

Halpern Financial reported no remaining IQVIA position as of Q3 2020 after selling out during the quarter.
Halpern Financial sold 12 IQVIA shares in Q3 2020, an estimated $1.7K.
Halpern Financial first reported a position in IQVIA in Q2 2020 and held it in 1 quarter.
Halpern Financial's IQVIA position peaked at $1.7K in Q2 2020.
698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Halpern Financial's 13F filing for Q3 2020, filed 21 Sep 2023.