Jeppson Wealth Management’s IQVIA IQV Stock Holding History

Jeppson Wealth Management’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 Q4	–	Sell	-200	Closed	-$32K	–	275
2020 Q3	$32K	Buy	+200	New	+$31.3K	0.03%	274

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

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

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

FCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Jeppson Wealth Management's IQV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of IQVIA (IQV) in Q4 2020, closing a stake of 200 shares — an estimated $32K sold.

Jeppson Wealth Management first reported a position in IQV in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 760 funds tracked by Wall St. Rank hold IQV as of Q4 2020.

Jeppson Wealth Management reported no remaining IQVIA position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 200 IQVIA shares in Q4 2020, an estimated $32K.
Jeppson Wealth Management first reported a position in IQVIA in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's IQVIA position peaked at $32K in Q3 2020.
760 funds tracked by Wall St. Rank held IQVIA as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.