Sutton Wealth Advisors’s IQVIA IQV Stock Holding History

Sutton 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
2023 Q3	$14K	Buy	71 +10	+16%	+$2.17K	0.01%	416
2023 Q2	$13.7K	Buy	61 +1	+2%	+$201	0.01%	407
2023 Q1	$11.9K	Hold	60	–	–	0.01%	390
2022 Q4	$12.3K	Sell	60 -17	-22%	-$3.45K	﹤0.01%	867
2022 Q3	$13.9K	Buy	77 +11	+17%	+$2.41K	0.01%	783
2022 Q2	$14.3K	Buy	66 +6	+10%	+$1.3K	0.01%	786
2022 Q1	$13.9K	Hold	60	–	–	﹤0.01%	837
2021 Q4	$16.9K	Hold	60	–	–	0.01%	762
2021 Q3	$14.4K	Buy	60 +8	+15%	+$2.02K	0.01%	796
2021 Q2	$12.6K	Hold	52	–	–	﹤0.01%	835
2021 Q1	$10K	Buy	52 +11	+27%	+$2.06K	﹤0.01%	878
2020 Q4	$7.35K	Buy	41 +3	+8%	+$506	﹤0.01%	897
2020 Q3	$5.99K	Hold	38	–	–	﹤0.01%	871
2020 Q2	$5.39K	Buy	38 +35	+1,167%	+$4.74K	﹤0.01%	851
2020 Q1	$324	Buy	+3	New	+$429	﹤0.01%	1161
2019 Q4	–	Sell	-6	Closed	-$896	–	1182
2019 Q3	$896	Buy	+6	New	+$934	﹤0.01%	1120

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

Sutton Wealth Advisors's IQV Position: Q3 2023 in Review

Sutton Wealth Advisors increased its IQVIA (IQV) stake by 16% in Q3 2023, buying an estimated $2.17K and bringing the position to 71 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #416.

Sutton Wealth Advisors first reported a position in IQV in Q3 2019 and has held it in 16 quarters since. The position peaked at $16.9K in Q4 2021. 942 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

Sutton Wealth Advisors held 71 shares of IQVIA worth $14K as of Q3 2023.
Sutton Wealth Advisors bought 10 IQVIA shares in Q3 2023, an estimated $2.17K.
IQVIA made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #416 holding.
Sutton Wealth Advisors first reported a position in IQVIA in Q3 2019 and has held it in 16 quarters since.
Sutton Wealth Advisors's IQVIA position peaked at $16.9K in Q4 2021.
942 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.