Taylor Wealth Management Partners’s IQVIA IQV Stock Holding History

Taylor Wealth Management Partners’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
2022 Q2	$253K	Sell	1,165 -2	-0.2%	-$434	0.14%	50
2022 Q1	$270K	Sell	1,167 -86	-7%	-$20.4K	0.11%	56
2021 Q4	$354K	Buy	1,253 +200	+19%	+$51.9K	0.12%	54
2021 Q3	$252K	Buy	1,053 +216	+26%	+$54.5K	0.09%	62
2021 Q2	$203K	Buy	+837	New	+$193K	0.07%	65

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

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

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

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

FCM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Taylor Wealth Management Partners's IQV Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its IQVIA (IQV) stake by 0.17% in Q2 2022, selling an estimated $434 and leaving 1,165 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #50.

Taylor Wealth Management Partners first reported a position in IQV in Q2 2021 and has held it in 5 quarters since. The position peaked at $354K in Q4 2021. 885 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

Taylor Wealth Management Partners held 1,165 shares of IQVIA worth $253K as of Q2 2022.
Taylor Wealth Management Partners sold 2 IQVIA shares in Q2 2022, an estimated $434.
IQVIA made up 0.14% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #50 holding.
Taylor Wealth Management Partners first reported a position in IQVIA in Q2 2021 and has held it in 5 quarters since.
Taylor Wealth Management Partners's IQVIA position peaked at $354K in Q4 2021.
885 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.