RPCONE
IQV icon

Retirement Planning Company of New England’s IQVIA IQV Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-48
Closed -$13K – 548
2021
Q4 		$13K Buy
+48
New +$12.5K 0.01% 604

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Retirement Planning Company of New England's IQV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of IQVIA (IQV) in Q1 2022, closing a stake of 48 shares — an estimated $13K sold.

Retirement Planning Company of New England first reported a position in IQV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 48 IQVIA shares in Q1 2022, an estimated $13K.
  • Retirement Planning Company of New England first reported a position in IQVIA in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's IQVIA position peaked at $13K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.