Newbridge Financial Services Group’s IQVIA IQV Stock Holding History

Newbridge Financial Services Group’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
2024 Q2	–	Sell	-55	Closed	-$13.9K	–	1165
2024 Q1	$13.9K	Sell	55 -13	-19%	-$3.04K	0.01%	690
2023 Q4	$15.7K	Sell	68 -18	-21%	-$3.7K	0.01%	639
2023 Q3	$16.9K	Hold	86	–	–	0.01%	684
2023 Q2	$19.3K	Hold	86	–	–	0.01%	707
2023 Q1	$17.1K	Hold	86	–	–	0.01%	777
2022 Q4	$17.6K	Buy	86 +55	+177%	+$11.2K	0.01%	763
2022 Q3	$6K	Buy	31 +13	+72%	+$2.85K	﹤0.01%	1003
2022 Q2	$4K	Sell	18 -13	-42%	-$2.82K	﹤0.01%	1055
2022 Q1	$7K	Buy	31 +13	+72%	+$3.08K	﹤0.01%	1023
2021 Q4	$5K	Hold	18	–	–	﹤0.01%	1070
2021 Q3	$4K	Hold	18	–	–	﹤0.01%	1064
2021 Q2	$4K	Hold	18	–	–	﹤0.01%	1164
2021 Q1	$3K	Buy	18 +6	+50%	+$1.13K	﹤0.01%	1120
2020 Q4	$2K	Sell	12 -1	-8%	-$169	﹤0.01%	959
2020 Q3	$2K	Buy	+13	New	+$2.04K	﹤0.01%	917

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Newbridge Financial Services Group's IQV Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of IQVIA (IQV) in Q2 2024, closing a stake of 55 shares — an estimated $13.9K sold.

Newbridge Financial Services Group first reported a position in IQV in Q3 2020 and held it in 15 quarters. The position peaked at $19.3K in Q2 2023. 1,022 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

Newbridge Financial Services Group reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 55 IQVIA shares in Q2 2024, an estimated $13.9K.
Newbridge Financial Services Group first reported a position in IQVIA in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's IQVIA position peaked at $19.3K in Q2 2023.
1,022 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.