PWM
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Prentice Wealth Management’s IQVIA IQV Stock Holding History

Prentice Wealth Management’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
2022
Q3 		– Sell
-106
Closed -$23K – 133
2022
Q2 		$23K Buy
+106
New +$23K 0.02% 87
2021
Q4 		– Sell
-388
Closed -$93K – 197
2021
Q3 		$93K Hold
388
– – 0.05% 147
2021
Q2 		$94K Hold
388
– – 0.05% 144
2021
Q1 		$75K Buy
+388
New +$72.8K 0.04% 151

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State Street
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AllianceBernstein
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
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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 $60.8B AUM 22.47% 1-Year Est. Return