TWA
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TCI Wealth Advisors’s IQVIA IQV Stock Holding History

TCI 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
Q2 		– Sell
-4
Closed -$796 – 1185
2023
Q1 		$796 Sell
4
-23
-85% -$4.92K ﹤0.01% 2140
2022
Q4 		$5.53K Sell
27
-6
-18% -$1.22K ﹤0.01% 1456
2022
Q3 		$6K Buy
33
+4
+14% +$876 ﹤0.01% 1345
2022
Q2 		$6K Hold
29
– – ﹤0.01% 1356
2022
Q1 		$7K Sell
29
-17
-37% -$4.03K ﹤0.01% 1325
2021
Q4 		$13K Buy
46
+8
+21% +$2.08K ﹤0.01% 970
2021
Q3 		$9K Buy
38
+11
+41% +$2.78K ﹤0.01% 1169
2021
Q2 		$7K Buy
27
+4
+17% +$924 ﹤0.01% 1214
2021
Q1 		$4K Sell
23
-32
-58% -$6.01K ﹤0.01% 1381
2020
Q4 		$10K Buy
+55
New +$9.27K ﹤0.01% 651
2020
Q1 		– Sell
-20
Closed -$3K – 1618
2019
Q4 		$3K Buy
+20
New +$2.92K ﹤0.01% 1026

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return