PI
IQV icon

PFS Investments’s IQVIA IQV Stock Holding History

PFS Investments’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 		$5.17M Sell
22,998
-459
-2% -$92.2K 0.08% 224
2023
Q1 		$4.59M Buy
23,457
+5,750
+32% +$1.23M 0.08% 213
2022
Q4 		$3.63M Sell
17,707
-321
-2% -$65.1K 0.07% 230
2022
Q3 		$3.27K Buy
18,028
+279
+2% +$61.1K 0.06% 221
2022
Q2 		$3.85M Buy
17,749
+1,263
+8% +$274K 0.08% 215
2022
Q1 		$3.81M Buy
16,486
+1,693
+11% +$401K 0.07% 224
2021
Q4 		$4.17M Buy
14,793
+5,553
+60% +$1.44M 0.08% 208
2021
Q3 		$2.32M Buy
9,240
+1,037
+13% +$262K 0.05% 248
2021
Q2 		$2.06M Buy
+8,203
New +$1.89M 0.05% 245
2020
Q2 		– Sell
-2,966
Closed -$320K – 275
2020
Q1 		$320K Buy
+2,966
New +$424K 0.01% 235

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.3B 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 $60.7B AUM 22.47% 1-Year Est. Return