Icon Wealth Partners’s IQVIA IQV Stock Holding History

Icon Wealth Partners’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 Q3	$205K	Buy	1,042 +45	+5%	+$9.77K	0.02%	282
2023 Q2	$224K	Hold	997	–	–	0.02%	299
2023 Q1	$198K	Buy	+997	New	+$213K	0.02%	317
2022 Q1	–	Sell	-738	Closed	-$208K	–	341
2021 Q4	$208K	Buy	+738	New	+$192K	0.02%	311
2019 Q2	–	Sell	-50	Closed	-$7K	–	464
2019 Q1	$7K	Buy	+50	New	+$6.67K	﹤0.01%	720
2018 Q3	–	Sell	-43	Closed	-$4K	–	493
2018 Q2	$4K	Buy	+43	New	+$4.3K	﹤0.01%	773

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

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

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Icon Wealth Partners's IQV Position: Q3 2023 in Review

Icon Wealth Partners increased its IQVIA (IQV) stake by 4.5% in Q3 2023, buying an estimated $9.77K and bringing the position to 1,042 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #282.

Icon Wealth Partners first reported a position in IQV in Q2 2018 and has held it in 6 quarters since. The position peaked at $224K in Q2 2023. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

Icon Wealth Partners held 1,042 shares of IQVIA worth $205K as of Q3 2023.
Icon Wealth Partners bought 45 IQVIA shares in Q3 2023, an estimated $9.77K.
IQVIA made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #282 holding.
Icon Wealth Partners first reported a position in IQVIA in Q2 2018 and has held it in 6 quarters since.
Icon Wealth Partners's IQVIA position peaked at $224K in Q2 2023.
941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.