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Milestone Wealth’s IQVIA IQV Stock Holding History

Milestone Wealth’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
Q3 		$116K Hold
641
– – 0.13% 69
2022
Q2 		$139K Sell
641
-15
-2% -$3.26K 0.15% 63
2022
Q1 		$185K Hold
656
– – 0.15% 59
2021
Q4 		$185K Buy
+656
New +$170K 0.15% 59

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 $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Milestone Wealth's IQV Position: Q3 2022 in Review

Milestone Wealth held its IQVIA (IQV) position steady in Q3 2022 at 641 shares worth $116K. The position accounts for 0.13% of the portfolio, ranked #69.

Milestone Wealth first reported a position in IQV in Q4 2021 and has held it in 4 quarters since. The position peaked at $185K in Q1 2022. 888 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • Milestone Wealth held 641 shares of IQVIA worth $116K as of Q3 2022.
  • Milestone Wealth left its IQVIA share count unchanged in Q3 2022.
  • IQVIA made up 0.13% of Milestone Wealth's portfolio in Q3 2022, its #69 holding.
  • Milestone Wealth first reported a position in IQVIA in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's IQVIA position peaked at $185K in Q1 2022.
  • 888 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.