RWB
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RMR Wealth Builders’s IQVIA IQV Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-309
Closed -$60K – 413
2021
Q1 		$60K Hold
309
– – 0.02% 340
2020
Q4 		$55K Buy
+309
New +$52.1K 0.03% 251
2020
Q3 		– Sell
-173
Closed -$25K – 340
2020
Q2 		$25K Buy
+173
New +$23.4K 0.02% 286
2019
Q4 		$27K Buy
+173
New +$25.3K 0.03% 284

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

RMR Wealth Builders's IQV Position: Q2 2021 in Review

RMR Wealth Builders sold out of IQVIA (IQV) in Q2 2021, closing a stake of 309 shares — an estimated $60K sold.

RMR Wealth Builders first reported a position in IQV in Q4 2019 and held it in 4 quarters. The position peaked at $60K in Q1 2021. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

  • RMR Wealth Builders reported no remaining IQVIA position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 309 IQVIA shares in Q2 2021, an estimated $60K.
  • RMR Wealth Builders first reported a position in IQVIA in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's IQVIA position peaked at $60K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.