Kings Point Capital Management’s IQVIA IQV Stock Holding History

Kings Point Capital 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
2022 Q1	$16.4M	Buy	70,956 +3,544	+5%	+$839K	1.43%	19
2021 Q4	$19M	Sell	67,412 -29	-0%	-$7.53K	1.56%	16
2021 Q3	$16.2M	Buy	67,441 +3,326	+5%	+$840K	1.44%	21
2021 Q2	$15.5M	Sell	64,115 -50	-0.1%	-$11.5K	1.41%	21
2021 Q1	$12.4M	Buy	64,165 +28,618	+81%	+$5.37M	1.22%	28
2020 Q4	$6.37M	Buy	35,547 +4,459	+14%	+$751K	0.68%	49
2020 Q3	$4.9M	Buy	31,088 +30,946	+21,793%	+$4.85M	0.61%	49
2020 Q2	$20K	Hold	142	–	–	﹤0.01%	366
2020 Q1	$15K	Buy	+142	New	+$20.3K	﹤0.01%	406

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

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

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

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

Kings Point Capital Management's IQV Position: Q1 2022 in Review

Kings Point Capital Management increased its IQVIA (IQV) stake by 5.3% in Q1 2022, buying an estimated $839K and bringing the position to 70,956 shares worth $16.4M. The position accounts for 1.43% of the portfolio, ranked #19.

Kings Point Capital Management first reported a position in IQV in Q1 2020 and has held it in 9 quarters since. The position peaked at $19M in Q4 2021. 895 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

Kings Point Capital Management held 70,956 shares of IQVIA worth $16.4M as of Q1 2022.
Kings Point Capital Management bought 3,544 IQVIA shares in Q1 2022, an estimated $839K.
IQVIA made up 1.43% of Kings Point Capital Management's portfolio in Q1 2022, its #19 holding.
Kings Point Capital Management first reported a position in IQVIA in Q1 2020 and has held it in 9 quarters since.
Kings Point Capital Management's IQVIA position peaked at $19M in Q4 2021.
895 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.