Next Financial Group’s IQVIA IQV Stock Holding History

Next Financial 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
2021 Q4	$799K	Buy	2,831 +240	+9%	+$62.3K	0.05%	372
2021 Q3	$621K	Buy	2,591 +1,991	+332%	+$503K	0.05%	388
2021 Q2	$146K	Buy	600 +108	+22%	+$24.9K	0.01%	947
2021 Q1	$95K	Hold	492	–	–	0.01%	1052
2020 Q4	$88K	Hold	492	–	–	0.01%	999
2020 Q3	$78K	Sell	492 -2,393	-83%	-$375K	0.01%	951
2020 Q2	$409K	Sell	2,885 -106	-4%	-$14.4K	0.05%	333
2020 Q1	$323K	Sell	2,991 -9,950	-77%	-$1.42M	0.04%	381
2019 Q4	$2M	Buy	12,941 +100	+0.8%	+$14.6K	0.21%	111
2019 Q3	$1.92M	Buy	12,841 +37	+0.3%	+$5.76K	0.21%	112
2019 Q2	$2.06M	Buy	12,804 +10,662	+498%	+$1.5M	0.22%	116
2019 Q1	$308K	Sell	2,142 -9,743	-82%	-$1.3M	0.08%	246
2018 Q4	$1.38M	Buy	11,885 +9,243	+350%	+$1.12M	0.29%	87
2018 Q3	$343K	Buy	+2,642	New	+$317K	0.16%	130
2017 Q1	–	Sell	-100	Closed	-$8K	–	2072
2016 Q4	$8K	Hold	100	–	–	﹤0.01%	1745
2016 Q3	$8K	Buy	+100	New	+$7.57K	﹤0.01%	1752

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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Next Financial Group's IQV Position: Q4 2021 in Review

Next Financial Group increased its IQVIA (IQV) stake by 9.3% in Q4 2021, buying an estimated $62.3K and bringing the position to 2,831 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #372.

Next Financial Group first reported a position in IQV in Q3 2016 and has held it in 16 quarters since. The position peaked at $2.06M in Q2 2019. 936 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

Next Financial Group held 2,831 shares of IQVIA worth $799K as of Q4 2021.
Next Financial Group bought 240 IQVIA shares in Q4 2021, an estimated $62.3K.
IQVIA made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #372 holding.
Next Financial Group first reported a position in IQVIA in Q3 2016 and has held it in 16 quarters since.
Next Financial Group's IQVIA position peaked at $2.06M in Q2 2019.
936 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.