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RE Dickinson Investment Advisors’s IQVIA IQV Stock Holding History

RE Dickinson Investment Advisors’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 		– Sell
-64
Closed -$13K – 397
2023
Q1 		$13K Buy
+64
New +$13.7K ﹤0.01% 252

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $17.5B 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 $60.8B AUM 22.47% 1-Year Est. Return

RE Dickinson Investment Advisors's IQV Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of IQVIA (IQV) in Q2 2023, closing a stake of 64 shares — an estimated $13K sold.

RE Dickinson Investment Advisors first reported a position in IQV in Q1 2023 and held it in 1 quarter. The position peaked at $13K in Q1 2023. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • RE Dickinson Investment Advisors reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 64 IQVIA shares in Q2 2023, an estimated $13K.
  • RE Dickinson Investment Advisors first reported a position in IQVIA in Q1 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's IQVIA position peaked at $13K in Q1 2023.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.