LWP
IQV icon

Lumature Wealth Partners’s IQVIA IQV Stock Holding History

Lumature 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
Q2 		$527K Buy
2,343
+201
+9% +$40.4K 0.31% 66
2023
Q1 		$426K Sell
2,142
-112
-5% -$23.9K 0.24% 73
2022
Q4 		$462K Buy
2,254
+216
+11% +$43.8K 0.26% 73
2022
Q3 		$369K Sell
2,038
-120
-6% -$26.3K 0.2% 90
2022
Q2 		$468K Buy
2,158
+2,120
+5,579% +$460K 0.21% 78
2022
Q1 		$9K Buy
38
+5
+15% +$1.18K ﹤0.01% 343
2021
Q4 		$9K Hold
33
– – ﹤0.01% 339
2021
Q3 		$8K Buy
33
+17
+106% +$4.29K ﹤0.01% 344
2021
Q2 		$4K Buy
+16
New +$3.69K ﹤0.01% 336

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lumature Wealth Partners's IQV Position: Q2 2023 in Review

Lumature Wealth Partners increased its IQVIA (IQV) stake by 9.4% in Q2 2023, buying an estimated $40.4K and bringing the position to 2,343 shares worth $527K. The position accounts for 0.31% of the portfolio, ranked #66.

Lumature Wealth Partners first reported a position in IQV in Q2 2021 and has held it in 9 quarters since. 931 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Lumature Wealth Partners held 2,343 shares of IQVIA worth $527K as of Q2 2023.
  • Lumature Wealth Partners bought 201 IQVIA shares in Q2 2023, an estimated $40.4K.
  • IQVIA made up 0.31% of Lumature Wealth Partners's portfolio in Q2 2023, its #66 holding.
  • Lumature Wealth Partners first reported a position in IQVIA in Q2 2021 and has held it in 9 quarters since.
  • 931 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.