Safeguard Financial’s IQVIA IQV Stock Holding History

Safeguard Financial’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	-3	Closed	-$1K	–	300
2023 Q2	$1K	Buy	+3	New	+$602	﹤0.01%	538

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

Safeguard Financial's IQV Position: Q3 2023 in Review

Safeguard Financial sold out of IQVIA (IQV) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

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

Safeguard Financial reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 3 IQVIA shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in IQVIA in Q2 2023 and held it in 1 quarter.
Safeguard Financial's IQVIA position peaked at $1K in Q2 2023.
941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.