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MPS Loria Financial Planners’s IQVIA IQV Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-9
Closed -$1K – 332
2021
Q1 		$1K Hold
9
– – ﹤0.01% 509
2020
Q4 		$2K Buy
+9
New +$1.52K ﹤0.01% 470

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

MPS Loria Financial Planners's IQV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of IQVIA (IQV) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in IQV in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining IQVIA position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 9 IQVIA shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in IQVIA in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's IQVIA position peaked at $2K in Q4 2020.
  • 849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.