Ropes Wealth Advisors’s IQVIA IQV Stock Holding History

Ropes Wealth 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
2020 Q3	–	Sell	-13	Closed	-$2K	–	637
2020 Q2	$2K	Buy	+13	New	+$1.76K	﹤0.01%	533

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Ropes Wealth Advisors's IQV Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of IQVIA (IQV) in Q3 2020, closing a stake of 13 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in IQV in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

Ropes Wealth Advisors reported no remaining IQVIA position as of Q3 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 13 IQVIA shares in Q3 2020, an estimated $2K.
Ropes Wealth Advisors first reported a position in IQVIA in Q2 2020 and held it in 1 quarter.
Ropes Wealth Advisors's IQVIA position peaked at $2K in Q2 2020.
698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.