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Money Concepts Capital’s IQVIA IQV Stock Holding History

Money Concepts Capital’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 		– Sell
-3,818
Closed -$759K – 414
2023
Q1 		$759K Sell
3,818
-127
-3% -$27.1K 0.04% 252
2022
Q4 		$808K Sell
3,945
-231
-6% -$46.9K 0.04% 332
2022
Q3 		$756K Buy
4,176
+4,088
+4,645% +$896K 0.04% 259
2022
Q2 		$19K Sell
88
-79
-47% -$17.2K ﹤0.01% 902
2022
Q1 		$39K Buy
+167
New +$39.5K ﹤0.01% 1326

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Money Concepts Capital's IQV Position: Q2 2023 in Review

Money Concepts Capital sold out of IQVIA (IQV) in Q2 2023, closing a stake of 3,818 shares — an estimated $759K sold.

Money Concepts Capital first reported a position in IQV in Q1 2022 and held it in 5 quarters. The position peaked at $808K in Q4 2022. 931 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Money Concepts Capital reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,818 IQVIA shares in Q2 2023, an estimated $759K.
  • Money Concepts Capital first reported a position in IQVIA in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's IQVIA position peaked at $808K in Q4 2022.
  • 931 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.