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Morton Brown Family Wealth’s IQVIA IQV Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-6
Closed -$1.19K – 240
2023
Q1 		$1.19K Buy
+6
New +$1.28K ﹤0.01% 251
2022
Q1 		– Sell
-6
Closed -$2K – 174
2021
Q4 		$2K Buy
+6
New +$1.56K ﹤0.01% 166

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morton Brown Family Wealth's IQV Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of IQVIA (IQV) in Q2 2023, closing a stake of 6 shares — an estimated $1.19K sold.

Morton Brown Family Wealth first reported a position in IQV in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 6 IQVIA shares in Q2 2023, an estimated $1.19K.
  • Morton Brown Family Wealth first reported a position in IQVIA in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's IQVIA position peaked at $2K in Q4 2021.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.