My Personal CFO LLC’s IQVIA IQV Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-36	Closed	-$7.38K	–	428
2022 Q4	$7.38K	Buy	+36	New	+$7.3K	0.01%	309

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

My Personal CFO LLC's IQV Position: Q1 2023 in Review

My Personal CFO LLC sold out of IQVIA (IQV) in Q1 2023, closing a stake of 36 shares — an estimated $7.38K sold.

My Personal CFO LLC first reported a position in IQV in Q4 2022 and held it in 1 quarter. The position peaked at $7.38K in Q4 2022. 923 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

My Personal CFO LLC reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 36 IQVIA shares in Q1 2023, an estimated $7.38K.
My Personal CFO LLC first reported a position in IQVIA in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's IQVIA position peaked at $7.38K in Q4 2022.
923 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.