Roffman Miller Associates’s IQVIA IQV Stock Holding History

Roffman Miller Associates’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 Q3	–	Sell	-40	Closed	-$8.99K	–	119
2023 Q2	$8.99K	Buy	+40	New	+$8.03K	﹤0.01%	110

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Roffman Miller Associates's IQV Position: Q3 2023 in Review

Roffman Miller Associates sold out of IQVIA (IQV) in Q3 2023, closing a stake of 40 shares — an estimated $8.99K sold.

Roffman Miller Associates first reported a position in IQV in Q2 2023 and held it in 1 quarter. The position peaked at $8.99K in Q2 2023. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

Roffman Miller Associates reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 40 IQVIA shares in Q3 2023, an estimated $8.99K.
Roffman Miller Associates first reported a position in IQVIA in Q2 2023 and held it in 1 quarter.
Roffman Miller Associates's IQVIA position peaked at $8.99K in Q2 2023.
941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.